Our Process
about Us
Our process
Your needs are as individual as you are. That’s why the first step in helping you achieve your goals is getting to know you, understanding your unique issues, aspirations, goals and concerns. We can then design and implement solutions and strategies specifically for you and your circumstances.
We’re also committed to building long-term relationships. Achieving and keeping the life you want is an ongoing process. Our process is to be with you every step of the way. It involves:
- Getting to know you
- Identifying your needs, aspirations and concerns
- Preparing a solution or plan
- Implementing the solution or plan
- Reviewing and updating the solution or plan
about Us
How we charge
We are a fee for service firm. That means you pay for the services of our advisors. The amount we charge you is based on the complexity of the advice and the solution or plan required.
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."