Strategi Ltd. provides adviser consulting services to financial advisers and networks in New Zealand. Its adviser services comprise best practice, financial planning, business profitability, industry regulation, training, and consulting. The company provides services in the areas of establishing retail adviser networks; 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 in adviser practices; conducting due diligence on adviser practices; providing practice valuations for purchasers and/or sellers; writing and producing newsletters for advisers; and compliance training and reviews, and certification. It also provides services in the areas of providing training for users of OneAnswer wrap platform, and FAB Fort CRM and AWB; developing adviser Websites for networks and front end reporting for OnePath wrap platform; developing and maintaining portfolio construction manuals for adviser networks; developing and monitoring recommended product lists and model portfolios; developing the agenda and facilitating adviser conferences; and developing and maintaining templates for adviser networks. The company was incorporated in 1996 and is based in Auckland, New Zealand.
Unit E Corinthian Office Park 17 Corinthian Drive Albany 0752 Auckland, 0752 New Zealand
64 9 414 1300
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