Our Mission and Values
about Us Our mission and
Our mission and
values
We’re committed to ensuring your financial success and helping you achieve and keep the life you want. We do that by working with you to understand your financial needs, aspirations and concerns then identifying and implementing solutions that enhance and protect your financial wellbeing today and into the future. Great pride is taken in being:
Empathetic
We take the time to listen and understand the things that matter to you, your aspirations, goals and concerns. We understand that your needs are as individual as you are and we’re passionate about helping you achieve the life you want.
Trustworthy
We’re committed to building lifelong relationships by being authentic, ethical, honest, clear, concise, professional and relevant. By doing so, we’ve become the trusted partner to hundreds of Australians.
Proactive
We’re accessible and responsive when you need us and communicate what you need to know and when you need to know it in simple terms without the jargon.
Collaborative
We work as one with you and call on the full expertise of our highly experienced team and specialist partners to offer a seamless, integrated solution that is right for you.
testimonials
What Clients Say About Us
“Strategic Wealth Services were recommended to us about five years ago and they have been a pleasure to work with. The team are always available and ready to provide advice when required. They are responsive and understand very clearly our personal and business circumstances and objectives.”
Phil and Eva
"From the very first meeting, we both felt extremely comfortable with the company's Financial Planning Business Model and method of operation. Since committing to Strategic Wealth Services we have been delighted with the overall process, the excellent team and results achieved."
Ron and Jill
"Michael is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with."