Wealth Building Strategies Limited
|Michael Shaw Authorised Financial Adviser to provide Financial Advice, Discretionary Investment Management Services and Investment Planning Services (FSP28521)|
Welcome to the Web-site of Michael Shaw, a Hawke's Bay Financial Planner Investment Adviser.
My financial planning and investment advisery company is based in Hastings, the fruit bowl of New Zealand. The company is named Wealth Building Strategies Limited, and was established in 2002 and is wholly owned by Michael & Debbie Shaw and their family trust.
I provide advice on investments to a client base that is largely retired or near retirement age, and mostly based in the Hawke's Bay.
I unconditionally guarantee that all client money will be handled honestly and always as the client instructs.
My advice is based on what our clients want, if they are retired people, security, liquidity and reliable regular income are usually more important than capital growth on the other hand those saving for retirement don't want income and prefer capital growth. Accordingly investment portfolios are designed to meet the individual clients needs.
We don't pretend to be research experts nor attempt to publish ratings or grading scores. If we don't like or understand a security we won't recommend it to our clients.
Our knowledge and experience comes from;
Michael Shaw has been providing investment advice in various forms since 1985. Michael became a full time investment adviser in 1994 when he set up on his own account as a financial planner. Michael Shaw is the founder and Managing Director of Wealth Building Strategies Limited. Michael Shaw is a Member of the Institute of Financial Advisers.
We do not operate a Client Trust Account. All investment monies received from clients will be delivered to the appropriate product issuer for processing as soon as practicable after being received from the client. All property will be dealt with in a confidential and secure manner. All money that is to be invested will be either via cheque or direct credit paid/payable directly to the product provider or their nominee and crossed "not transferable account payee only". We will forward the cheque to the provider who will acknowledge receipt for this cheque to the client in writing. We do not employ an auditor. Neither Wealth Building Strategies Limited or Michael Shaw use clients' money or property for the benefit of any person or ourselves. This applies to all monies that are to be invested.