Who we work with

Strategi Institute is the training provider of choice for many corporates and individuals in the financial services sector. Below are some of the associations, clients, groups and partners we work with. 



Strategi is a key partner of the Financial Services Council (FSC) who are a non-profit member organisation with a vision to develop and grow the financial wellbeing of New Zealand. FSC members commit to delivering strong consumer outcomes from a professional and sustainable financial services sector. The FSC's members manage funds of more than $88bn and pay out claims of $2.8bn per year (life and health insurance). Members of the FSC include the major insurers in life, health, disability and income insurance, fund managers, KiwiSaver and workplace savings schemes (including restricted schemes), professional service providers, and technology providers to the financial services sector.



Strategi is a key partner of Financial Advice New Zealand (FANZ) who are a professional membership organisation for advisers working across all areas of financial advice, including mortgages, insurance, investment and financial planning. FANZ represent the interests of the public and its members, and strive to help New Zealanders, and the country as a whole, be financially better-off.


Triple A

Triple A is a professional association representing the interests of around 250 adviser members across New Zealand. Its objective is to give members real choice around the providers they work with, away from any pressure to sell or promote specific products.

Strategi have partnered with Triple A to provide a range of value add support services to members. This includes services for financial advice providers , as well as AML/CFT, compliance, education and CPD services.



Strategi Institute is a member of ITENZ, who represents private tertiary institutions in New Zealand and is the largest association covering all areas of tertiary education. It is recognised as the main representative of the sector by the government and government agencies.


Skills Organisation

Strategi Institute has signed a contract with Skills Organisation to deliver the New Zealand Certificate in Financial Services (Level 5) under the Industry Training Fund programme from the Tertiary Education Commission. Students will enrol with Skills Organisation and carry out their training towards the NZCFS Level 5 with Strategi Institute.


Strategi Institute work with Lifetime


Lifetime is a full-service financial advisory practice committed to securing a smarter financial future for Kiwis. From humble beginnings in 1999 as a small South Island business, Lifetime have grown to become a nationwide company of highly experienced financial, business and insurance advisers.