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Testimonials

    What Our Happy Clients Are Saying

    Strategic Financial Solutions
    Based on 44 reviews
    Peter Philipp
    Keeping-up with all the rules and changes to the rules for super is just too hard. I have relied on SFS to be our advisers on all matters related to our super for around 10 years. They respond quickly with advice and have made the ongoing management of our accounts straight forward. Highly recommended.
    David
    Ben & Zac always provide professional and personal advice about our finances and investments. They are a trusted part of our planning for retirement future.
    Eugene Marin
    The Team at Strategic Financial Solutions support me with their valuable knowledge to grow the necessary wealth required for my retirement.
    I have been with the company now for approximately 30 years so believe in their vision and financial insight.
    Extremely satisfied.
    Neil James
    As usual, we had a very productive meeting with Peter. He made us feel comfortable with our financial position and assured us that we have many options concerning our financial situation that we may explore going forward.
    Thanks again.
    Chris
    I have been dealing with with Peter from SFS since 2017. Peter has extensive knowledge about investing and is very thorough when explaining financial matters to people who need someone to trust with their investment dollars. I feel he and SFS take quite a personal interest in their clients and are always keeping me updated and are happy to assist on any financial matters when the need arises. The bi annual updates / meetings regarding the status of your investments are extensive and informative.
    I would recommend SFS to anyone who needs professional guidance and management of their investment dollars.
    Dianne Fulton
    Michael Hadley
    Very good detailed analysis and selection of suitable investment options!
    Ausvex PR
    We have benefited from the truly attentive and professional service from Peter Kenyon and the team at Strategic Financial Solutions for many years. Their people are knowledgeable and experts in their field, genuine and make strenuous efforts on behalf of their clients and are accessible when needed. Above all, Strategic Financial Solutions have delivered us careful and productive financial custodianship of our investment and other financial matters beyond our expectations. We would absolutely recommended Peter and the SFS team to anyone looking for an outstanding financial planner.
    Jonathan Peck
    The guys at SFS manage our investments very actively and review our options against our risk appetite continually. Other fund mgrs say they do that, SFS actually does. They have a great knack for anticipating events and potential impacts, always hedging cleverly well in advance of downturns, and choosing growth opportunities wisely. This is reflected in the excellent performance of our superannuation portfolio through the GFC, the tech bubble and the decades before and after. Apart from that they are totally approachable people, caring and responsive to any concerns and great for a chat. Couldn't recommend them more highly.
    Robin B
    SFS have been great, I've been with them for many years. I can get money out whenever I want (I'm over retirement age), get my questions answered at any time, and I can trust they will ride out any financial storm as well as possible.
    Ken

    To Kay and the team – many thanks for your very level-headed and calmly-reasoned rationale of our nation’s economic crisis – invaluable qualities to display in a panicky environment like our present one.

    Terance & Jennifer
    Kay and the team do not just blindly follow the instructions of some faceless analyst in a brand-named platform. For over five years we’ve watched the team question and interrogate the analysts and their recommendations. SFS forms its own opinion and recommends strategies and products for the person, not the group profile they fit into.
    Susan
    We have been clients of SFS for over 15 years and we are very happy with the service we receive from the team. With SFS, we know that we have a whole team working for us and our investments. Thank you Kay and the team for your professional advice and friendship over the years. We would not hesitate in recommending SFS to our friends and family.
    Ian
    I clearly remember my first meeting with Kay and Paul and the feeling of a massive load being lifted from my shoulders because of their empathy towards my situation and their willingness to assist me. Since that time I have been a very happy customer and rest with the knowledge that my retirement finances are indeed in very good, capable hands.