Testimonials

CLIENT TESTIMONIALS

"After experiencing a marriage break up ten years ago, I found myself needing some good sensible financial advice. Sheryl was fortunately recommended to me and immediately had me look at my budget needs-immediate and future money requirements.

I have found Sheryl to have an extensive knowledge of the markets and possess a passion in an industry which she seems to find incredibly exciting.
If you, like me, find the finance world hard to get your head around, then talk to Sheryl with her down to earth approach and appealing sense of humour."
L Williamson
Christchurch

"We all know about the need to save money but to take the initial step of actioning this can be easy to put aside as daily tasks take over. We all seek professional advice for many parts of our life but often find it not an option when managing our money for financial security later in life. A financial advisor who had qualifications was my choice.

After reading the regular financial feature in The Press 20 years ago I knew I had finally found a person that could help me with my financial security plans. Sheryl Sutherland was the author.

During the different stages of my financial management plans Sheryl has kept regular contact, offering well researched and considered advice tailored to suit my needs, by using a variety of short and long term plans with sustained financial growth.

Sheryl is a professional. Displays the highest integrity and while brisk and forthright knows that her plans are meant for you. She has continued to update her qualifications over the years and is extensively read on current and future monetary and world wide forecasts.

Sheryl maintains a personal interest in her clients and ensures the investments realise gains with well backed and secure financial providers.

After 18 years as my financial Advisor I would recommend Sheryl Sutherland to all age groups keen to achieve financial security."
Jennifer A. Henderson
School Teacher (Retired 35 years)
Small Business Owner (25 years)

"Sheryl was introduced to me at a University of Otago staff in service in 1992. She impressed me as a person who knew where she was going and how she was going to get there. I knew instantly that I could trust her with our future. Carl and I met her for a consultation and a sort out of our insurances and investments. Carl at that time was a school teacher and I was a Charge Nurse at the Otago University. Sheryl changed some aspects of our portfolio then and over the next 15 years, hassled us to save more reviewed our situation annually, sent out a written assessment with recommendations. Without this Guardian Angel and pain in the butt at times Carl and I would not have been able to relocate to the Gold Coast, have a freehold house plus two rental properties and Carl semi retired at 60 yrs of age with a superannuation portfolio. Thank you Sheryl and you team for enabling us to be on the road to financial freedom."
S & C Dickel
Australia

"Sheryl gave me total confidence from the moment I walked through her door, despite the fact that I had literally no money or future plans at that time. I had recently read about her in both a newspaper and magazine article and had the impression she genuinely cared about women. I was extremely vulnerable and desperate for good advice at that time of my life.

Her empathetic attitude, obvious expertise and down to earth solid advice, gave me the confidence to take control of my own financial future.
Albeit, it very small steps, I’m now on my way to that goal. I have since introduced my daughter to her services and encouraged every woman I care about, to do the same. How I really wished someone had done the same for me when I was 20, BUT as Sheryl reassured me, it’s never too late to get started."
J Banks
Christchurch

"I like most, are very quick to complain about a service but do not take the time to complement good service. I would like to take the opportunity to do the latter.

After reading Sheryl’s book, Girls Just Want to Have Fund$, I decided I would look further into investing the money I had sitting in a savings account. I found Sheryl very easy to talk with and could tell straight away the experience and knowledge she had. I felt reassured that my needs were being tailored to and was not pressured in to any decisions I was not completely comfortable with.

I’ve heard of people making their fortune from investment returns and was advised that investments make both gains and losses so was happily surprised when my investments gained returns within the first 7 days. I have since seen good first quarter gains in all my investments.

I would whole heartedly recommend speaking with Sheryl to all women looking at investing. Sheryl has set up an inviting office with big soft chairs and lovely floor rugs which added to the feeling of ease I had when making my investment decisions."

J Polaschek
Brisbane
, Australia


"I have been a client of Sheryl Sutherland's for a number of years now - started off small and tentatively but with Sheryl's encouragement, my savings and confidence grew rapidly. As well, I also received an education about investments with her warm friendly style - couple this with a steely approach to the best deals, and you have a winner.

I highly recommend Women's Financial Strategies to anyone who is looking for quality advice and expertise on the best investment opportunities (and she has a really wicked shoe collection - check 'em out!!)"

R Waddams
Christchurch

SPEAKING TESTIMONIALS

"I heard Sheryl at the EMA Conference last year. She has a wealth of knowledge in the area of finances and articulates well.
In a day when woman need to be financially savvy Sheryl puts it in a way that is easy to understand, and challenges us to act."
Allie Mooney APS
Personality Plus

Comments from EMA Conference 2006
• Very Knowledgeable
• Will go and buy book
• Very engaging
• Excellent advice
• Well researched
• Excellent and valuable information
• Very good presentation
• Great! Would have like more time with her

GIRLS JUST WANT TO HAVE FUND$ BOOK TESTIMONIALS

“I meet many women investors who tell me they want practical, non-technical information to get them started in their savings and investment plans. Girls Just Want to Have Fund$ is an easy-to-read introduction to personal finance, and could be just the catalyst you need to get started.”
Carmel Fisher, Fisher Funds Management.

“If you don’t know where you are going, it’s nigh on impossible to plan your future. This applies to many aspects of life and most certainly to your financial situation. Contained within: the keys to your financial empowerment. Sheryl manages to get the right balance of attitude and gentle prodding to push you in the right direction. Knowledge is power, so turn the page and get going.”
Suzy Clarkson, Prime TV Newsreader

“Sheryl Sutherland has hit the nail on the head with a book pitched intelligently at women who desire financial empowerment. It demystified investment jargon and motivated me to take that first step of booking an appointment with an independent advisor. Her book is a long overdue handy tool that reinforces the ‘onwards and upwards’ adage for women. I’ll be recommending it to
my friends.”
Suzy Clarkson, Prime TV Newsreader.

“This book gives everyone the opportunity to sit down with Sheryl Sutherland and receive an afternoon of financial wit and wisdom. Hear why so many women have difficulties with money, and be amazed. Read, in Sheryl’s hilarious and inimitable style, just what you can do about it.”
Jenny Phillips best-selling author of Business Energy and Your New Millenium.

MONEY, MONEY, MONEY AIN'T IT FUNNY BOOK REVIEW

Financial Pathways - Bay of Plenty Times 1/3/2008 page.24

This writer has a talent for titles - her first financial guide for women was called Girls Just Want to Have Fund$. On the back cover is a revealing quote, "Only the powerless live in a money culture and know nothing about money."

I can't argue with that, and Sutherland's straightforward and knowledgeable style is certainly helpful for learners. She writes regularly for magazines and newspapers.

For me there is only one basic flaw. To invest, you need money, and moving from poor to rich is difficult without some cash in hand that is "spare." That is not the reality of poverty for too many of us. However, if you're in the mood to make money, you couldn't do better than buy a copy. Let Sutherland help you to work out what behaviour might be impeding the accumulation of assets. She wants you first to know and understand yourself - your motivation, your strengths and weaknesses. There is a comprehension often missing in financial planners that money is an emotional currency as well, and that attitude can form intimidating barriers to success.

With Sutherland's guidance you can put in place the strategies that best suit your financial personality and what you want to achieve.

Not So Funny – Personal Finance Books and Sheryl Sutherlands “Money, Money, Money...” By Brent Wheeler

Business books are generally amongst the least convincing of literary assets. The genre seems bloated with "try hards", preachers and smart alecs who write as though they never falter in the commercial world. Worse, the two ultimate criticisms are generally bang on - if these people had found any serious secrets they wouldn't be telling the world and, if they were seriously useful performers they wouldn't be writing books.

Perhaps worst of breed are the DIY investment and personal finance books. Cost of production must be low - there are so many of them. At least 75% feature the words "millionaire", "easy", "simple", "quick", "in no time", or "for beginners" in the title.

The styles are as clichéd as the titles. The formula, especially as adapted to New Zealand goes something like this:

1.  There is a panic and a crisis and very shortly you will not know what has hit you. You and millions like you. Essentially, your incurable profligacy has led to this, and, cumulatively as a nation we are all doomed for the same reason; and,

2.  Furthermore because you will be old and incompetent (as you have demonstrated already) it will be tough. Certainly tougher for you than me your competent, rich author.

So that's good for several chapters, then we have a few standard solutions which are equally illuminating:

3.  Here are a couple of dozen ways to be more of a miser involving the remains of toothpaste tubes, very short showers and holidays with your in laws; coupled with,

4.  Here is a list of things you can stop doing right now, places you need never visit again plus a series of minor household assets you can sell immediately on Trademe.

Right - you are feeling better already? Absolutely.

Here then is the plan. And at this point it typically becomes genuinely pitiful as we learn that some people have made money out of their house (true but we knew that), car ports add value to residential property (ditto), compound interest on savings is "rilly, rilly powerful" (just like sulphuric acid is if you have some), how to be careful picking your advisor because some get commission on products they sell and may be biased (Get away), share prices for good companies often go up so make sure you pick the right ones (if only) but watch it because shares are dangerous especially for someone like you (so is electricity).

In short pretty much what the Americans refer to as a "hill of beans".

Amongst the shelves and shelves of this dross a genuine stand out is Christchurch based advisor and financial analyst Sheryl Sutherland's "Money. Money, Money: Ain't It Funny" (Longacre 2007). Do not be put off by the slightly cutesy title - this is a serious strong read and what's more you could learn a great deal that is helpful without being beaten up in the process or having to destroy your life and crucify your aspirations.

The book takes a different tack.

The reason is that the author has been reading, studying and trawling the best brains in economics, psychology and sociology, putting it together with her long work experience in the field and distilling the results into language and examples which we can recognise, learn from and do something about.

Sutherland takes on that toughest of tasks - translating theory into useful practice - and shows how the newly emerging discipline of behavioural economics explains a good deal that went unexplained before and how to apply that to our investing. This is far more than simple efficient market bashing (the majority of which is wrong or unsupported by evidence) by dispossessed security analysts and brokers. Much of it is close to home.

She has a great chapter on probability and chance with a table which shows us the actual chances of that $6.00 lucky dip winning over a life time of purchases, the odds on nailing Big Wednesday, the chances of being in a road accident and the like - so that we get some insight into the slippery territory of risk.

Why is this useful? Because human behaviour involves pervasive oddities like becoming attached to certain things (hoarding - the endowment effect) which makes us cash up winning investments and hang on to losers in the hope they will turn around, because whether we are presented with a glass half full or half empty (framing effect) distorts our judgment about good and bad risks and because worrying about spilt milk and what might have been (sunk costs) stops us moving on and accepting that making mistakes is the best way to learn.

Especially useful too, is Sutherland's approach to risk which stresses that being too risk averse (and say abandonning equities) is as calamitous a mistake as betting the entire ranch on commodity futures.  Much of what she advocates boils down to taking a measured approach which draws on thinking rather than kneejerk reactions.

The lessons about portfolio theory should be taken to heart. The value here is the stress placed on how people actually behave - concealing from their advisors some of their assets for example, or trying to mentally pigeon hole some assets. I notice this tendency frequently and the all time New Zealand naive diversification has to be the idea of fussing and fiddling with equities and fixed interest investments while we sit with around 80% of our assets in residential real estate - leveraged real estate at that.

There is no promise of easy riches here. But neither is this a visit to the Head Mistresses Office. Instead there are sound explanations, a rational approach to making investment decisions, pointers about how to think, steps to take to be more measured in making decisions, ways to fight overwhelming tendencies and a sharp grip on reality.

My favourite is her letter from a client asking for an idea to  earn a riskless 10% - if you don't mind - with the priceless epilogue "P.S. I don't like risk. P.P.S. I don't want to pay commissions." If the book helps reduce the number of such requests then my sometimes faltering but nonetheless genuine belief in the value of education would be somewhat vindicated.

Making Better Money Decisions (Women Today 30/09/2007)
By Jacquie Taylor
Why do some people have money and not others? Is it through inheritance, or earning mega bucks for some esoteric talent? Or being parsimonious and darning your own socks? Do some people have an innate ability, or is it a matter of attitude and calculation?

Sheryl Sutherland, author of Girls Just Want to Have Fund$, has just published her latest book, which aims to free us from the emotional binds that often tie us to bad money decisions, and help us to understand why we make the choices we do when it comes to wealth and our future.

Sutherland has been a financial planer for over two decades, and is an independent advisor with her own business. She writes for a variety of ezines and magazines and is also a professional speaker and interviewee on television and on radio.

In her new book Sutherland asks the pertinent questions: what inhibits us from taking the right steps to financial freedom? Why do we respond in some ways and not others? Why do our emotions govern our financial decisions?
The book has helpful guidelines and strategies for handling financial relationships, case studies and checklists that will help you analyse your response to money and improve your financial future. Sutherland’s goal is to help you handle your finances with a greater sense of ease and awareness.
Money, Money, Money Ain’t it funny...How to Wire your Brain for Wealth.
By Sheryl Sutherland
Published boy Shoal Bay
RRP $29.99

A fresh look at the ‘long tail’ (Hawkes Bay today 11/08/2007)
Money, Money. Money, Ain’t it Funny - How to Wire your Brain for Wealth.
By Sheryl Sutherland
Shoal Bay Books
Long Acre Press ($29.99)

A new slant on making, or, utilising money more effectively. Sutherland says “to change our financial behaviour we must learn new skills, moulding the knowledge of behavioural finance and neuroscience. The focus is on psychology of investor success.”

Throughout the book Sutherland introduces a fair amount of neuro science and behavioural psychology, but don’t be put off by that as the underpinning proposal offered by Sutherland makes good sense, even if a little way out to start with. Sutherland also asks some hard questions which may not sit well with some. A quote by behavioural economist Phyllis Chester and Emily Goodwin is used right at the close of the text. “Only the powerless live in a money culture and know nothing about money.”

Investors must take a long term view; that is, we don’t talk long term and act short term, say Sutherland. Now where have we heard that before?