Stratus Financial Services Ltd

26/08/2026

Congratulations to our 'across The Terrace' friendly Cafe, The Lazy Juan, on this award! Well deserved so do check them out :)

Lazy Juan’s Marites burger News from Wellington On A Plate Lazy Juan’s Marites burger has been crowned the winner of Burger Wellington 2026, following the festival’s biggest competition ye...

23/08/2026

KiwiSaver for the self-employed? Worth doing this? Worth the risk of NOT doing this? KiwiSaver may not be your total retirement plan but it can certainly assist as a managed fund with low fees & a good range of investment options. Talk to Michael, Mark, Wayne or Jude at Stratus about how KiwiSaver can assist.

There aren’t always easy answers for self-employed Kiwis.

20/08/2026

Michael, Mark, Wayne, Neil & Jude attended the 2026 Wealthpoint Conference in Dunedin this week. The conference updates were valuable as was face to face provider contact including Anne Santos/AMP. Thanks to Wealthpoint for a great event. Huge credit to Dunedin for their wonderful stadium too!

13/08/2026

11/08/2026

Death happens...its sad...but that's life. Making arrangements for your loved one's may include your KiwiSaver now. Read on & speak to Michael, Mark, Wayne or Jude if a KiwiSaver chat is needed.

What happens to your KiwiSaver money if you die?

03/08/2026

'Raining' at your place? A 'rainy day' emergency fund is part of your financial plan - it doesn't need to be HUGE - but it does need to be left alone...just in case it 'rains'.

Credit cards or overdrafts don’t bail you out in an emergency. You end up running up costly debt that has a way of sticking around.

Building an emergency savings buffer can help you manage unexpected expenses and reduce the need to rely on debt when life throws you a curveball.

This August is sorted.org.nz Money Month so why not take one small step towards building your financial resilience.

30/07/2026

So I am over 65 years, don't drive or have a passport. What ID can I use? You can add a photo to your SuperGold card at no charge at the AA.
https://www.aa.co.nz/about/identity-verification/supergold/

26/07/2026

The 2026 KiwiSaver statements were generated recently & we encourage all KiwiSaver members to check their statement, as supported by the FA (Financial Markets Authority). Contact your Stratus adviser, Michael, Mark, Wayne or Jude if we can have a KiwiSaver chat - we are happy to talk.

23/07/2026

Like many NZ business's, Stratus Management are reviewing our future and a decision was recently made to partner with Tim Fairbrother and his RIVAL Wealth Team to support/advise our Life Insurance clients.
Tim & Team RIVAL are exceptionally placed to look after our clients, including several Stratus Advisers, who's policies will transition to RIVAL.
We thank our clients for their support and confirm that Stratus will continue to advise on health insurance and investments. A link to the RIVAL website follows

Providing financial advice across New Zealand, including KiwiSaver, investments, insurance and retirement planning, supporting you at every stage of life.

19/07/2026

Yes, there is market volatility & yes, this is not an ideal situation...
Remember KiwiSaver is a long-term investment so talk to your Stratus KiwiSaver adviser, Michael, Mark, Wayne or Jude, to understand how holding your KiwiSaver investment course, can serve you over the long-term. Thanks to ANZ for this graphic.