https://sagprivate.co.nz:443/ Latest update from Strategic Advisory Group en-us Wed, 20 Jan 2021 03:47:49 +1300 Wed, 20 Jan 2021 03:47:49 +1300 60 https://sagprivate.co.nz:443/rss/webpage/?categoryId=3 https://sagprivate.co.nz:443/approach/philanthropy/ In a world where there is increasing pressure on governments to be financially responsible, budgets for sound projects are receiving less and less funds. To fill this void, charitable organisations are relying more and more on the generosity of individuals and their philanthropic actions.... Mon, 30 Sep 2013 16:26:42 +1300 https://sagprivate.co.nz:443/approach/philanthropy/ https://sagprivate.co.nz:443/approach/intergenerational-wealth/ Wealth created by one generation needs to be protected from short term actions if it is to be left as an “intergenerational” legacy. Making sure our clients’ wealth is protected and managed so it benefits them and those most important to them is just as crucial as growing it.... Mon, 30 Sep 2013 16:24:05 +1300 https://sagprivate.co.nz:443/approach/intergenerational-wealth/ https://sagprivate.co.nz:443/approach/approach-test-1/ Prior to implementing any investment plan, clients open accounts with Aegis (our custodian) and S.AG Private. We will work with clients to make this process as simple as possible. A key point of the investment process is setting the correct ‘asset allocation’. Using information... Thu, 26 Sep 2013 10:31:16 +1300 https://sagprivate.co.nz:443/approach/approach-test-1/