About Us

    Our Story

    Strategic Financial Solutions is distinguished from other financial planning organisations by our core principles and the origin of our vision. In an industry that many see as being just about numbers, we stand apart.
    Strategic Financial Solutions was started by Kay Aarons in 1995 after she noticed there was a gap in the market for a female lead financial planning business that truly cared about its clients. Kay’s goal was to create a boutique financial planning business focused on delivering high quality, personalised advice and service. Kay envisioned creating a business that concentrated on her core values of honesty, integrity and professionalism.
    Over the last few decades, Strategic Financial Solutions has adhered to the original vision, and have been guiding generations of clients in Melbourne and across Australia in achieving their financial and lifestyle goals.

    Meet the Team

    At Strategic Financial Solutions, we are a tight-knit group of trusted advisors who all have a genuine desire to help others. Each member of our diverse team brings a unique perspective and wealth of experience to the table, and the resulting synergy puts us ahead of our peers.

    Our team is highly qualified and skilled in developing tailored investment strategies and managing cash flow and debt. We also have specialists in retirement, aged care, estate planning, tax planning and SMSF advice strategies and can put you in touch with other experts if required.

    With our expertise and care, overcoming your financial obstacles and achieving your lifestyle goals is stress free and achievable.

    Kay Aarons

    Director & Financial Adviser

    Kay Aarons

    Director & Financial Adviser

    “Over 25 years ago I started SFS as a small boutique personal financial planning business focussing on delivering high quality, personal service to our clients. The business has exceeded all expectations and I am most proud of the support we have provided for clients.”

    Paul Jones

    Director & Senior Financial Adviser

    Paul Jones

    Director & Senior Financial Adviser

    “I am passionate about my clients and strive to work with them to absorb financial risks, arrive at and achieve the best outcomes for their personal situation.”

    Ben Walvisch

    Senior Financial Adviser

    Ben Walvisch

    Senior Financial Adviser
    “I love helping my clients to achieve their goals and thrive on making the experience as smooth and stress free as possible.”

    Peter Kenyon

    Financial Adviser / Aged Care Specialist

    Peter Kenyon

    Financial Adviser / Aged Care Specialist

    “I invite the whole family into meetings if that’s needed, or wanted, by my clients. It’s the people that I meet and the satisfaction of knowing that I’m helping to create a better future that makes my job so rewarding.”

    Elizabeth Blackley

    Financial Advisor

    Elizabeth Blackley

    Financial Advisor

    “Lizz is passionate about helping clients achieve their financial goals and keeps up to date with the latest changes in the sector through continued coursework and professional development”

    Lana Berkowitz

    Practice Manager

    Lana Berkowitz

    Practice Manager
    “I have really enjoyed joining the SFS team and getting to know the key stakeholders and clients. This is an organization that really enjoys the personal touch and fosters a sense of individual accomplishment while still working as a tight-knit team”

    Zac Zap

    Client Services and Administration

    Zac Zap

    Client Services and Administration
    “Having previously worked for a large industry fund, it is refreshing and encouraging to work alongside advisors who genuinely care for their clients. I am relishing this opportunity to make an impact on people’s futures.”

    Gina Zammit

    Accounts Manager

    Gina Zammit

    Accounts Manager
    “I’ve been with SFS for many years and have loved watching the business grow. The team are always warm and welcoming when I am in the office and make my job so easy. Their energy, calm heads and down to earth personalities are just some of the reasons I enjoy coming to work so much.”

    Our Approach to Financial Planning

    At Strategic Financial Solutions, our approach to financial planning is rooted in a deep commitment to your financial well-being. We understand that your financial journey is unique, shaped by your aspirations and individual circumstances. That’s why we tailor our approach to meet your specific needs.
    We’re all about working together to make your financial ambitions a reality. Our team has a down-to-earth approach and are here to help you navigate the financial ups and downs of life, providing guidance, support and expertise every step of the way.
    We understand that personal finance can often seem complex and overwhelming. We seek to provide clarity and explain difficult concepts in easy to understand language so that you understand the strategies and decisions that shape your financial future.
    Our mission is to empower you with the knowledge and strategies you need for a brighter financial future.

    Why Choose Us As Your Financial Advisor?

    • Local Melbourne Expertise
    We have been operating in Melbourne for over 25 years and have an intimate knowledge of the local market. Our team’s strong connection to the community is complemented by a global perspective, allowing us to offer you well-informed financial strategies tailored to the unique dynamics of Melbourne’s financial landscape.
    • Self Licensed
    As a self-licensed financial planning practice, we operate independently of banks and other financial institutions. This means that we do not have conflicts of interest related to affiliated financial products and ultimately, that we have the freedom to choose the best financial products for you.
    • Decades of Experience
    Strategic Financial Solutions has been helping Melbournians like you for more than 25 years. With an instinct honed by living and working through cyclical economic highs and lows, the application of real world insight is what sets us apart.
    • Personalised Advice and Guidance
    Our experienced financial planners take the time to get to know you, your goals and your concerns. We create customised financial plans designed to address your unique objectives.

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