Stratus Financial Services Ltd

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Stratus Financial Services Ltd We are a Financial Adviser Team, committed to providing quality advice to our business and personal

With the 2026 NZ Elections just 4 weeks away, here's some KiwiSaver points to consider, from our friends at Generate Kiw...
11/10/2026

With the 2026 NZ Elections just 4 weeks away, here's some KiwiSaver points to consider, from our friends at Generate KiwiSaver.

https://milfordasset.com/insights/month-in-a-minute-september-2026From our Milford KiwiSaver friends...
08/10/2026

https://milfordasset.com/insights/month-in-a-minute-september-2026
From our Milford KiwiSaver friends...

September saw divergent fortunes for various asset classes. Bonds were markedly weaker, broad share markets also struggled but large technology stocks saw strong gains. Funds with greater exposure to global technology shares benefited, while funds with bonds and Australasian equities did not.

A word to those who are tempted to follow 'chat group financial advice' from the FMA...
05/10/2026

A word to those who are tempted to follow 'chat group financial advice' from the FMA...

FMA urges Kiwis to invest smart, avoid online scams, spot deepfakes and build investor resilience during World Investor Week 2026

Life plans maybe what we want.....but Life can also take unexpected turns! That's where having an emergency fund (say 3 ...
01/10/2026

Life plans maybe what we want.....but Life can also take unexpected turns! That's where having an emergency fund (say 3 months income) set aside helps. Yes, KiwiSaver has a hardship withdrawal process...but that's for genuine hardship cases. Talk to your Stratus Adviser, Michael, Mark Wayne or Jude about this.

It's THE QUESTION those of us with a '6' starting our age number, ask...but asking this earlier can give you more in you...
27/09/2026

It's THE QUESTION those of us with a '6' starting our age number, ask...but asking this earlier can give you more in your @ 65 KiwiSaver balance! Talk to Michael, Mark, Wayne or Jude to focus on YOUR @ 65 KiwiSaver balance.

Most New Zealanders are not on track to have saved anything like enough money to achieve the things they want to in their retirement, Westpac says.

Yes…we use PIR & PAYE & ESCT with KiwiSaver discussions. Yes…they are confusing…but important too! Talk to Michael, Mark...
24/09/2026

Yes…we use PIR & PAYE & ESCT with KiwiSaver discussions. Yes…they are confusing…but important too! Talk to Michael, Mark, Wayne or Jude to de-mystify these acronyms :)

Just released by the IFSO (Insurance & Financial Services Ombudsman), this interesting graphic illustrates the importanc...
23/09/2026

Just released by the IFSO (Insurance & Financial Services Ombudsman), this interesting graphic illustrates the importance of knowing what your insurance covers, as well as, doesn't cover. Your Stratus advisers, Neil, Michael, Mark, Wayne & Jude, are happy to assist www.stratusnz.nz

We love a KiwiSaver-good-news story! Contact Jude/Stratus KiwiSaver specialist to see if this can be YOUR good-news-stor...
21/09/2026

We love a KiwiSaver-good-news story!
Contact Jude/Stratus KiwiSaver specialist to see if this can be YOUR good-news-story!
https://www.facebook.com/share/1CMbrEtxES/?mibextid=wwXIfr

A still-falling market, large Kiwisaver balance and a life change all combined to make it possible to buy his dream mid-century home.

With Wellingtonian's being such a wide range of transport users, this will be interesting!
13/09/2026

With Wellingtonian's being such a wide range of transport users, this will be interesting!

4 new road rules will become law on 1 October 2026. Here's what they are:

The aim of the new rules is to make people’s travel safer and better reflect how people already use the roads. From 1 October:

• Children 12-years-old and under can ride bikes on footpaths and parents or caregivers can ride with them.
• People can ride e-scooters in cycle lanes.
• Drivers must leave a minimum gap of 1.5 metres when passing other types of road users.
• People must give way to buses leaving bus stops in areas with speed limits of 60km/h or less.

Earlier this year we asked for your feedback on these changes. We passed your feedback onto the Minister of Transport – there was broad support for the changes the Government proposed, and the Minister decided on the above.

We’ll keep you updated here – follow us if you aren’t already to get updates. There's also more information on our website: https://www.nzta.govt.nz/changes-to-lane-use

Well done Kiwi's!  NZ Super may/may not be around in the future so investing in KiwiSaver or a superannuation plan of yo...
10/09/2026

Well done Kiwi's! NZ Super may/may not be around in the future so investing in KiwiSaver or a superannuation plan of your own, gives you a better retirement outcome. Talk to Michael, Mark, Wayne or Jude about getting your KiwiSaver WELL over $40K for your retirement wellbeing.

The Financial Markets Authority said the milestone came with responsibilities for providers and members.

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