Strategi is experienced at undertaking complex and varied consulting assignments both within and outside the financial advisory industry. Examples of some of the past consultancy assignments are:
- Developing adviser networks for corporates in Hong Kong.
- Developing and supporting adviser networks in New Zealand.
- Introducing adviser training and compliance systems for networks in Asia and New Zealand.
- Undertaking due diligence on adviser practices looking to be acquired by corporates and individuals in New Zealand and overseas.
- Developing valuation models for networks.
- Developing and introducing Best Practice structures and processes for adviser practices and networks.
- Developing new adviser remuneration structures for advisers in New Zealand, Australia, Hong Kong and USA.
- Developing succession plans for adviser practices.
- Valuing adviser practices and producing detailed valuation reports.
- Developing processes then managing the actual physical transition as a number of adviser practices merged or co-located.
- Providing advice to offshore corporates on how to develop adviser networks in New Zealand.
- Corporatising financial planning firms and larger accountancy practices.
- Implementing corporate governance processes.
- David Greenslade acting as chairman of a number of board meetings plus providing advice to a number of boards on effective board decision making and corporate governance.
- Acting as a expert witness in claims.
