About Strategi Group

Strategi Group has traditionally worked with banks, insurance companies, QFEs, adviser networks and aggregator groups, share brokers, and fund managers. Now, with the AML/CFT regulatory changes for phase two entities, it has expanded its client base to law firms, accountancy practices and real estate agencies.

Strategi Group partners with people and companies to help them develop their professional expertise, meet their regulatory obligations, increase their revenues and grow their business.

Strategi Limited (Strategi) has been providing consultancy services since 1999 and is New Zealand’s leading provider of business growth solutions, compliance and best practice services and consulting services to the financial services and related industries.

Strategi Institute Ltd is a specialist provider of regulatory qualification training courses and continuing professional development solutions (CPD) for the financial services industry, plus AML/CFT training to law firms, accountancy practices and real estate agencies.

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About Strategi Limited

Leadership and advice for financial advisers, QFEs, networks, lawyers, accountants and real estate agents.
Leadership and advice

About Strategi Institute

A focus on partnership with flexible learning from industry experts.
A focus on partnership with flexible learning from industry experts

Our people

A highly qualified, dedicated team with experience you can trust.
Experience you can trust

Our history

20 years on, giving good advice is more important than ever before.
20 years on, giving good advice is more important than ever before

Our relationships

Companies offering additional resources.
Global relationships and resources

What people say

Find out what people say about our services and training.
What people say about Strategi and its services

Why deal with us?

Why Strategi is your logical business partner.
Why do business with Strategi?

Email newsletters

See our past e-newsletters and signup to receive future issues.
Email newsletters

Information for clients

Read this before engaging our services.
Information for clients

Disclaimers, privacy and refunds

Terms of use for this site and refund information.
Disclaimers, privacy and refund policy

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About us

20 years on, giving good advice is more important than ever before

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Twenty years ago, giving advice (particularly investment advice) was the domain of a few experienced and wise old heads, people who understood the sacred mysteries of the equity markets, term deposits and family trusts. Advice-giving was a quiet conversation in a tiny office, a handshake and a promise of benefits to come. Advice-giving was unregulated, paper trails were often non-existent, and... Read more
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About us
Learn without taking your eye off your business and your clients

A focus on partnership with flexible learning from industry experts

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Strategi Institute provides professional development education to those in the New Zealand financial services industry, plus AML/CFT-specific training to lawyers, accountants, real estate agents and lenders. It is our mission to become the most respected provider of AML/CFT and financial industry training, knowledge and support services in New Zealand. We partner with people —... Read more
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Training

Candidate guidelines

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Entry criteria Applicants must be 16 years of age or older. Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met. All tuition is conducted in English. Non-native English speakers will require IELTS 5.5 with no band score lower than 5, or equivalent. Evidence of... Read more
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Connect with us on WeChat

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Scan this WeChat QR code to connect with Strategi Group
Scan this QR Code in WeChat to connect with us via the WeChat messaging app. Tap-hold or right-click the image to save or download. In the WeChat discover menu, choose Scan QR Code. In the QR Code menu, select Choose QR code from album. Find the image you saved or downloaded and select it. Read more
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About us

Contact us

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Telephone: +64 9 414 1300 Fax: +64 9 442 5098 Postal address PO Box 301426, Albany North Shore 0752 Auckland, New Zealand Physical address Unit E, Corinthian Office Park 17 Corinthian Drive, Albany 0632 Auckland, New Zealand Send a message to: Strategi Limited Strategi Institute Read more
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About us

Disclaimers, privacy and refund policy

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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 these terms and conditions then you must stop accessing and using this site. References to currency are in New Zealand dollars. This information is governed by, and has been prepared under New Zealand law... Read more
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About us Publications & resources

Email newsletters

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Our regular email newsletters contain timely and topical information for advisers, QFEs, and networks, including news about impending legislation and regulation, industry trends, courses, conferences, events, the latest updates to our website, and more.  Stay up to date – join our mailing list below to receive our regular newsletters directly in your email inbox. Sign up... Read more
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About us

Experience you can trust

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To be of the greatest help to our clients, Strategi Group has an ever-growing team of highly qualified, highly dedicated people with skills that range from the specialist to the generalist. It’s important we can look at your business instantly and see ‘the wood for the trees’, saving you time on analysis and finding solutions more quickly. Strategi’s team is made up of both full-time... Read more
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About us

Global relationships and resources

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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 international best practice. 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 resources that we can... Read more
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About us

Information for clients

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Strategi Limited believes in full disclosure to its clients both before and during an engagement. This document provides generic information relating to Strategi Limited (hereinafter referred to as Strategi). Fees: The basis on which fees will be charged and paid is set out in our Terms of Engagement below. Professional Indemnity Insurance: Strategi... Read more
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About us
The leading provider of business growth solutions and support services to financial advisers

Leadership and advice

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Strategi Limited (Strategi) is an experienced specialist in the provision of compliance and consulting services to financial advisers, QFEs, and networks, and AML/CFT solutions for lawyers, accountants and real estate agents. Strategi is New Zealand’s leading provider of business growth solutions, compliance and best practice services and consulting services to the financial... Read more
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About us

NZQA reconfirms Strategi Institute as Category 1

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Strategi Institute is pleased to have had its Category 1 training provider rating reaffirmed by NZQA following its latest External Evaluation and Review (EER) audit. NZQA continues to be ‘highly confident’ in Strategi Institute’s educational performance and Strategi Institute continues to be the ONLY Category 1 training provider in the financial services sector. An EER audit is the... Read more
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About us

Press Release: IDS and Strategi to merge at critical time for the financial services sector  

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Industry compliance services specialist Independent Development Solutions (IDS) and adviser training, compliance and consultancy firm Strategi Group will merge, it was announced this week. The merger brings together two of the most well-known names in the sector: Barry Read and David Greenslade, and comes at a critical time, as AFAs, RFAs, adviser networks, and QFEs transition into the new... Read more
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About us Publications & resources
Due Diligence Kit front page

Strategi Group Due Diligence Kit

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This document has been developed for clients and potential clients of Strategi Limited and Strategi Institute Limited (collectively, Strategi Group) who wish to undertake due diligence on the Group with a view to continuing with an existing relationship, or forming a new relationship, with one or both companies. Strategi Group is open and transparent in its dealings with current... Read more
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About us

What people say about Strategi and its services

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What people say about our services "Strategi is an invaluable component of Tailorednz’s advisory business. They provide us with confidence that we are not only meeting our compliance obligations but that in fact, we are continually aspiring to the best standards possible. Strategi’s level of service delivery is outstanding." – Rosemary Hopcroft “From attending... Read more
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About us

Why do business with Strategi?

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Everyone has a choice as to where they do business. We would like to think Strategi would be your logical business partner due to our: Long track record: We are tried and proven, having been in business since 1996. Over that time, we have worked with a huge number of financial institutions and financial advisers who repeatedly get us to undertake additional work for them -... Read more
Diagram of Strategi Group Structure and Services
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Training

Why studying Level 5 with Strategi Institute is the smart choice

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Quality Strategi Institute is the only Category 1 training provider in the financial services sector. It means that, in the words of NZQA, as a Strategi Institute student you can be assured of: Quality of training: Training will ‘provide valuable skills and knowledge’. Quality of teaching: ‘Teaching is very effective. Students receive very good formative... Read more
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