Strategi Limited (Strategi) is a company owned by entities associated with David Greenslade. Strategi operates internationally with regards to developing financial adviser networks, undertaking consultancy assignments and speaking at conferences and courses.
In New Zealand, Strategi has had a longstanding contract with OnePath (NZ) Limited to develop, support and grow financial advisory practices and networks (both investment and risk) that have a relationship with OnePath. In more recent times, Strategi has expanded and now provides services, training and support to a wider range of advisers whilst still servicing OnePath-aligned advisers.
Strategi Limited is well respected in the New Zealand financial advisory market and is arguably the most experienced and competent organisation in New Zealand that delivers specialised support services to financial advisers.
Services and systems
Strategi’s services and systems are tried and proven, having been established since 1999. Strategi has a reputation for being entrepreneurial, innovative and reliable. Over the years, Strategi has developed expertise in providing the following services:
- Establishing retail adviser networks. This involves developing the concepts, recruiting advisers, training and supporting the advisers.
- Business advice and business development assistance to advisers and networks.
- Implementing marketing campaigns for investment and risk advisers.
- Business structure advice.
- Designing and conducting training courses.
- Board representation within adviser practices.
- Conducting due diligence on adviser practices and providing practice valuations for purchasers and/or sellers.
- Writing and producing newsletters for advisers.
- Best Practice compliance training, compliance reviews and certification.
- Development of adviser websites for networks.
- Development of front end reporting for OnePath wrap platform.
- Development and maintenance of Best Practice and Portfolio Construction manuals for adviser networks.
- Providing training for users of OneAnswer wrap platform and FAB Forté CRM and AWB.
- Developing and monitoring recommended product lists and model portfolios.
- Developing the agenda and facilitating adviser conferences.
- Developing and maintaining templates for adviser networks.
In summary
Strategi Limited is an experienced specialist in the provision of adviser consulting services to financial advisers and networks. It is expanding its current range of services in order to assist advisers with the transition to a more regulated operating environment and assist them to regain business profitability after the world-wide economic crisis.
Note: Information for clients
Strategi Limited believes in full disclosure to its clients both before and during an engagement. Generic information relating to Strategi's client care and service standards, complaints, limitations on liability and the like, is available to download and should be read in conjunction with the Terms of Engagement.
