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<!doctype html> <html class="no-js" lang="en"> <head> <meta charset="utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1.0"/> <title>Financial Strategies (ChCh) Ltd</title> <link rel="stylesheet" href="css/normalize.css"/> <link rel="stylesheet" href="css/foundation.min.css"/> <script src="js/vendor/modernizr.js"></script> <style type="text/css"> /*<![CDATA[*/ h1 { padding: 0.25em 0; } small { font-size: 80%; font-style: italic; } blockquote { border: none; padding: 0 2em; } .vcard .fn { font-size: 100%; } /*]]>*/ </style> </head> <body> <div class="row"> <div class="large-12 columns"> <nav class="breadcrumbs"> <a href="#our-team">Our Team</a> <a href="#contact-us">Contact Us</a> </nav> <h1 class="text-center">Financial Strategies (ChCh) Ltd</h1> <div class="panel callout radius"> <div class="row"> <div class="large-6 medium-6 columns"> <h2>It’s all about you</h2> <p>Our goal is to create a personalised financial strategy to help you achieve and maintain financial independence — and we know that everyone has their own definition of financial independence.</p> <p>Our fee based advice gives you complete transparency. All product commissions are rebated to you.</p> </div> <div class="large-6 medium-6 columns text-center hide-for-small"> <img src="img/FSLogo.png"> </div> </div> </div> </div> </div> <div class="row"> <div class="large-6 medium-6 columns"> <h3>A personalised financial strategy</h3> <p>A Financial Strategies financial plan includes the following:</p> <ul> <li>A review of “Where are we now?” — your existing resources.</li> <li>A clear description of “Where do we want to get to, and by when?” — your short, medium and long term objectives. </li> <li>“How much variation in return are you willing to accept?” — an assessment of your personal attitudes and expectations on investment risk and return. </li> <li>A presentation of recommended investment portfolio options.</li> <li>A review of your current tax efficiency and estate planning arrangements — which, where necessary, requires interaction with your tax and legal professional. </li> </ul> <h3>Our expertise</h3> <p>We listen, think laterally, seek feedback to improve and form long term partnerships with clients whilst providing expertise in the following areas:</p> <ul> <li>Financial: investment advice and increasing personal wealth</li> <li>Analysis: projecting your cash flow for current and future needs</li> <li>Taxation: maximising opportunities based on your circumstances</li> <li>Asset Planning: planning for your future and generations beyond</li> <li>Facilitation: guiding you through the financial aspects of challenging times</li> </ul> <p>For further information please refer to our Public Disclosure Statement which you can find <a href="FAP Public Disclosure - Jan 2021 Link to Website V1.pdf">here</a></p> </div> <div class="large-6 medium-6 columns"> <h3>Cost based advice</h3> <ul> <li>We are a cost-only planning and investment advisory firm.</li> <li>Any commissions received from investment products are rebated to your cash account.</li> <li>Please click the Public Disclosure link below for more information.</li> </ul> <h3>Who we advise</h3> <ul> <li>Individuals: <ul> <li>Retirees</li> <li>Entering retirement</li> <li>Serious savers</li> </ul> </li> <li>Trusts</li> <li>Estates</li> <li>Charitable trusts</li> <li>Companies</li> </ul> <div class="panel radius"> <ul data-orbit data-options="timer_speed: 10000; navigation_arrows: false; slide_number: false; timer_show_progress_bar: false; pause_on_hover: false; variable_height: false;" class="text-center"> <li> <blockquote>The individual investor should act consistently as an investor and not as a speculator.<cite>Ben Graham</cite></blockquote> </li> <li> <blockquote>The key to investing is determining the competitive advantage of any given company, and above all, the durability of that advantage.<cite>Warren Buffett</cite></blockquote> </li> <li style="padding: 0 1em;"> <blockquote>I often remind our analysts that 100% of the information you have about a company represents the past, and 100% of a stock’s valuation depends on the future.<cite>Bill Miller</cite></blockquote> </li> <li> <blockquote>Hot tips are no better in the share market than they are at the race track.<cite>Kerr Neilson</cite></blockquote> </li> <li> <blockquote>Finding the best person or the best organisation to invest your money is one of the most important financial decisions you’ll ever make.<cite>Bill Gross</cite></blockquote> </li> <li> <blockquote>Simple strategies can work just as well, if not better, than complicated overthought strategies.<cite>Samuel Lee, Morningstar</cite></blockquote> </li> </ul> <p>You are an investor, not someone who can predict the future. Base your decisions on real facts and analysis rather than risky, speculative forecasts.</p> </div> </div> </div> <div class="row"> <div class="large-12 columns"> <a name="our-team"></a> <hr> <h2>Our Team</h2> <div class="row"> <div class="large-6 medium-6 columns"> <h3>John Eyre-Walker</h3> <p>John has over 20 years experience in the Financial Services sector. John graduated from Deakin University in Victoria, Australia in 1995, then spent six years overseas working for several multi-national companies including Hyundai, Shell and OM Group (operator of the Swedish stock exchange) before coming to New Zealand with his wife Carolyn in 2001. John worked initially for Westpac and Perpetual Trust before joining Financial Strategies in 2004.</p> <p>Outside of work John is a keen sportsman, enjoying running, swimming and biking, along with spending time with his wife and three children. John volunteered his time and skills for 10 years to a Christchurch based charitable organisation.</p> <h3>Hayden Gardner</h3> <p>Hayden joined Financial Strategies (ChCh) as a Financial Adviser in June 2017 and has worked in the financial services industry for 8 years.</p> <p>Hayden advises clients on all aspects of investments and financial planning. He enjoys building long term relationships with clients, helping them to succeed in achieving their long term investment goals.</p> <p>Hayden holds the following qualifications:</p> <ul> <li>Certificate of Authorisation AFA (2013)</li> <li>Bachelor of Commerce and Management, Lincoln University (2007)</li> </ul> <p>Outside of work Hayden enjoys spending time with family, evangelism, tramping, and travel.</p> </div> <div class="large-6 medium-6 columns"> <h3>Claudia Williams</h3> <p>Claudia joined the team having in early 2018 having completed a Bachelor of Commerce at the University of Otago in 2016 and a Master’s degree at the University of Canterbury in 2018. Claudia's roles is as an assistant to the senior advisers. Her educational background links well into providing quality advice for clients.</p> <p>In her spare time Claudia enjoys keeping active through walking, the gym and social sport. She also enjoys spending time with friends and family. One of her passions is overseas travel and particularly enjoys traveling throughout Southeast Asia.</p> <h3>Glenda White</h3> <p>Glenda has spent more than 20 years working in the financial services sector in Wellington and Christchurch. Glenda joined Financial Strategies in 2007 and provides client service and administrative support to the client base. She brings a great deal of experience and knowledge to her position.</p> <p>Glenda enjoys entertaining friends, walking and spending time with her family.</p> <h3>Our timeline</h3> <dl> <dt>1987</dt> <dd>Financial Strategies is established</dd> <dt>2004</dt> <dd>John Eyre-Walker joins Financial Strategies as a Senior Adviser</dd> <dt>2006</dt> <dd>John Eyre-Walker becomes a Director/Shareholder</dd> <dt>2008</dt> <dd>Financial Strategies (ChCh) Ltd is formed with John Eyre-Walker as Managing Director/Senior Adviser </dd> <dt>2010</dt> <dd>Financial Strategies (ChCh) Ltd becomes registered as a <a href="https://www.fma.govt.nz/help-me-invest/getting-financial-advice/what-the-new-regulations-mean/">Financial Service Provider</a ></dd> </dl> </div> </div> </div> </div> <div class="row"> <div class="large-12 columns"> <a name="contact-us"></a> <hr> <h2>Contact Us</h2> <div class="row"> <div class="large-6 medium-6 columns"> <ul class="vcard"> <li class="fn">Financial Strategies (ChCh) Ltd</li> <li class="street-address">94 Disraeli Street</li> <li class="locality">Christchurch</li> <li>Telephone (03) 379 7562</li> <li>Fax (03) 379 3149</li> <li class="email">Email <script type="text/javascript"> /*<![CDATA[*/ /*********************************************** * Encrypt Email script- Please keep notice intact * Tool URL: http://www.dynamicdrive.com/emailriddler/ * **********************************************/ var emailriddlerarray = [106, 111, 104, 110, 64, 102, 105, 110, 97, 110, 99, 105, 97, 108, 115, 116, 114, 97, 116, 101, 103, 105, 101, 115, 46, 99, 111, 46, 110, 122]; var encryptedemail_id15 = ''; //variable to contain encrypted email for (var i = 0; i < emailriddlerarray.length; i++) encryptedemail_id15 += String.fromCharCode(emailriddlerarray[i]) document.write('<a href="mailto:' + encryptedemail_id15 + '">' + encryptedemail_id15 + '<\/a>'); /*]]>*/ </script> </li> <li>Postal address: PO Box 1124, Christchurch 8140</li> </ul> </div> <div class="large-6 medium-6 columns"> <iframe width="380" height="350" frameborder="0" scrolling="no" marginheight="0" marginwidth="0" src= "http://maps.google.com/maps?hl=en&q=94+Disraeli+Street,+Christchurch&ie=UTF8&hq=&hnear=94+Disraeli+Street,+Christchurch,+New+Zealand&z=15&iwloc=A&output=embed"> </iframe> </div> </div> </div> </div> <div class="row"> <div class="large-12 columns text-center"> <hr> <small>Primary and Secondary Disclosure Statements relating to John Eyre-Walker are available on request and free of charge </small> <hr> </div> </div> <script src="js/vendor/jquery.js"></script> <script src="js/foundation/foundation.js"></script> <script src="js/foundation/foundation.orbit.js"></script> <script> $(document).foundation(); </script> </body> </html>
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