Here at Stratus Financial Services our focus is crystal clear: Your long-term financial freedom and security. As our client we consider you a partner, and care about your money as if it were our own. We work with you every step of the way to ensure you reach your financial goals and are able to live the life you want.
Our advice is completely personalised to you and your unique situation. You will be working closely with an adviser you can trust and build a long term and successful relationship with. This relationship provides the security and expertise you need to confidently achieve your financial goals. Stability, expert advice and a bespoke service that truly goes above and beyond is what you can expect and rely upon when working with Stratus to build your wealth and secure your future.
Our values are:
| Integrity | Respect | Professionalism |
| Accountability | Dependability | Thoughtfulness |
About Us
Stratus Financial Services are a close-knit team dedicated to your financial success. Our trusted service is designed to provide a very personalised and holistic approach that ensures your assets are secure and looked after, your future is protected and your wealth increases.
With over 178 years of combined experience, 8,000 clients nationwide, investing over $250 Million, our results speak for themselves. Our clients have continued to invest through us since 2001 because they know we will do our very best to ensure their portfolio has strong results.
Please click on their profiles to learn more.
Neil Carter
Director, Financial Adviser, General Insurance Manager
Jude Drummond
Director, Financial Adviser, KiwiSaver & Group Super Specialist, Retirement Savings
Wayne Head
Financial Adviser, Investment & Risk Specialist, Retirement Savings
Mark Fairfield
Director, Financial Adviser, Investment & Risk Specialist
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Our Process
Step 1:
Develop Relationship
We listen and learn about you and where you want to be. We then inform you of your rights and explain our ethos.
Step 2:
Gather Data
We gather all the facts and data relevant to your situation and goals.
Step 3:
Analyse, Evaluate & Plan
We take all the information you have given us and we create a plan to propel you towards your financial goals.
Step 4:
Lay Out The Road Map
This is where we take you through the entire strategy we have developed for you, everything is clearly explained and worked through.
Step 5:
Implementation
Your strategy is actioned, everything is put in place and taken care of for you.
Step 6:
Monitor & Review
We keep an eagle eye on everything for you and make changes if necessary to ensure your success.