About Us | Strategic Financial Solutions

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”

Zac Yap

Client Services and Administration

Zac Yap

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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