Financial Strategies Nelson

✓ Independent & Fee-Only
✓ Comprehensive Financial Planning
✓ Investment Advice & Portfolio Management

We are a comprehensive financial planning and investment advisory firm
located in Nelson, New Zealand. Our clients are individuals and couples,
charities and companies who engage us to help them plan for and achieve
their financial goals. Please browse our web site to learn more.
Questions? Give us a call on 03 545 7403 or send us an email

What We Do

Every investor is different and comes to us with a unique set of expectations, needs and objectives. Our first job then is to listen, ask questions and learn about what you need and want from a financial adviser. To read more about what we do, click here.

Why We Do It

Simply put, we like people, we like making people happy and we pretty much like everything there is about money. We can't think of a better mix to explain why we do what we do.

How Much Does It Cost?

We are a fee-only planning and investment advisory firm. We do not accept any commissions, rebates or brokerage.

You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.
Maya Angelou

Our mission is simple.
To manage your financial well-being so you can spend time
pursuing the things you love doing.