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  • Contact us
    Telephone: +64 9 414 1300 Fax: +64 9 442 5098

    Postal address PO Box 301426, Albany North Shore 0752 Auckland, New Zealand

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  • About Strategi
    Leadership and advice for growing financial advisory practices
    Strategi Limited (Strategi) is a company owned by entities associated with David Greenslade. Strategi operates internationally with regards to developing financial adviser...
  • Financial planning
    Training your team to be better financial advisers
    Strategi is active in developing training programmes and leading edge technology for the financial advisory industry. This helps financial advisers and their staff provide...
  • Business profitability
    Proven methods to increase your business profit
    The team at Strategi are experts in working with advisers and networks to grow businesses and deliver increased business profit. We have experience in all aspects of...
  • Industry regulation
    Preparing your practice for regulation
    Strategi supports the intent of the Financial Advisers Act 2008 and the associated regulations.

    Strategi is active in providing commentary and submissions relating...
  • Disclaimers
    By viewing and using this website you will be deemed to agree to this disclaimer and the included privacy statement without qualification. If you do not agree to be bound by...
    References to currency are in New Zealand dollars. This information is governed by, and has been prepared under New Zealand law for the supply of the services...
  • Strategi Publications
    Tools to make your business more profitable and compliant
    Strategi  and Strategi Institute have developed a range of publications to assist advisers and QFEs to increase profitability, improve efficiency and meet industry best...
    Best Practice manual Strategi has published a new Best Practice manual and templates, this new manual was developed to meet the...
  • Management team
    Experience you can trust
    To be of the greatest help to our clients, we have assembled a team of highly qualified, highly dedicated people with skills that range from the specialist to the generalist...
    Each member of the team has a specialist skill they bring; be it in compliance management, marketing, IT and software training, or business development. Each member also...
  • Relationships
    Global relationships and resources
    Strategi maintains a number of close working relationships with major global players. This helps us keep our practices up-to-date and helps us benchmark our services against...
    We regularly review our relationships to keep them competitive and transparent. Each of these companies helps us offer our clients a wider range of information and...
  • Consulting assignments
    Experienced at all levels of financial service consulting
    Strategi is experienced at undertaking complex and varied consulting assignments both within and outside the financial advisory industry. Examples of some of the past...
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