WFS - The Firm

OUR COMMITMENT TO YOU

We’ll make responding to you our priority and we’ll deliver when we say we will.
We’ll be proactive in offering products and services that best match your needs
We’ll take responsibility for resolving your enquiries promptly and personally.
We’ll ensure that any complaints are resolved to your satisfaction.
We’ll tell you when fees and products change and explain why.

YOU BE THE JUDGE

We have made five, very clear service commitments to you. Our challenge now is to live up to them. We realise we may not get it right every time, but we are determined to continually improve wherever we can.

THE FIRM

We are independent, think for ourselves, and make unique recommendations. Because we are fiercely independent we only recommend investments that are in the best interest of clients. Most of us spend 40 years working to secure our financial future; the most important investment you can make is to purchase appropriate financial planning advice.

Sheryl Sutherland, the firm’s founder and principal has been involved with the financial industry for 23 years. Since its inception, Women’s Financial Strategies has grown considerably reflecting the ever increasing demand for inspiring, informative and empowering advice for women. Women’s Financial Strategies follows a process that enables its clients to make confident and informed decisions based on facts presented clearly and concisely. Women’s Financial Strategies aim to strengthen clients’ knowledge and awareness of the various opportunities available to assist the control of future prospects with greater certainty and security.

Women’s Financial Strategies is dedicated to excellence in client service. Women’s Financial Strategies take great care and attention to ensure every client receives regular and personal service.

Begin to experience the serenity that accompanies financial responsibility and integrity – Mary Hunt

WHAT WOMEN’S FINANCIAL STRATEGIES OFFERS
WFS offer women a unique opportunity to participate in a planned and regularly monitored process that will enable your financial goals and objectives to be obtained.Whether you require ongoing income, or capital gain, WFS makes every effort to ensure your return is measured with the level of risk or security you, as a client, require.

UNDERSTANDABLE INFORMATION
All information is communicated to clients in jargon free, easy to understand fashion.

ONGOING SERVICE
Our clients receive ongoing reviews, reports and portfolio monitoring. We have a regularly updated website and regular newsletters. Our carefully selected product suppliers provide excellent ongoing service in association with us.

CONFIDENTIAL COMMUNICATIONS
Women’s Financial Strategies communicate clearly and regularly. All discussions are held in absolute confidence. We are happy to consult with other professional advisors eg, lawyers and accountants on your behalf if you so request. We are happy to put all recommendations in writing where required.

The most popular labour saving device is still money – Phyllis George

FEE STRUCTURE
Fees can be paid either in the form of brokerage, or directly on an annual fee or report basis. This will be discussed clearly and directly with you at your first interview.

RELATED SERVICES
Women’s Financial Strategies works with and recommends advisors in the legal accounting and sharebroking areas where required.

RANGE OF SERVICES
Women’s Financial Strategies can meet with you or some clients communicate by phone, fax, mail or email. The first point of contact enables us to access your needs which may extend from budgeting, to a full financial plan, a solution to a particular need, to help you reach a particular financial goal, or it may be a referral to another professional. We are dedicated to ensuring your financial strategy will achieve the financial independence you desire.

In our time and culture, the battlefield of life is money – Jacob Needleman

DO IT YOURSELF OR A FINANCIAL ADVISOR?

We feel DIY is achievable - planning is not rocket science. It is not so much what you know but what you do with what you know

Consider the following:

Time - you need to set apart time to write your plan and implement it. You then need to take time to monitor, reevaluate and make any necessary changes.
Quality - will the quality of your plan equal that which has been prepared by an educated and experienced planner.
Research - Which investments should you have? Which insurances? How should your asset allocation be structured?
Complexity - Do you need a mentor to stop you from doing stupid things like investing or cashing up at the wrong time?

At Women's Financial Strategies we offer the above four characteristics imperative in a financial advisory practise - TIME, QUALITY, RESEARCH AND MENTORING. Take advantage of the FREE first half hour consultation that we offer by calling 0800 64 MONEY or email sheryl@strategies.co.nz .