Our Approach

In a business that many see as being all about numbers, Strategic Financial Solutions stands apart

No matter who you are or what sort of help you need, we believe that everybody’s looking for the same things from a financial adviser. Honesty, clarity, empathy and experience.

Uniquely you

What defines your success, wealth and financial wellbeing are unique to you. That’s why every financial path laid out before our clients is based on a deep appreciation of you, your goals, priorities and life stage.

This takes time when you’re looking to develop a financial plan for life. It’s something we have known instinctively for the past twenty-five years – that’s why the biggest investment we make is in the time we spend with our clients.

For over 25 years we have been helping clients navigate financial decisions, investments and risks. Applying real world insight and instinct that comes with the experience of living and working through the economy’s cyclical highs and lows is where Strategic Financial Solutions has a unique edge.

This means sharing our knowledge and expertise, mitigating the risks and impact for your benefit. Solid financial planning helps place you in a stronger position to weather unsettling times – together.

Invested in your future.

What our clients say

Ken commented: "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." March 2020
Ian commented: "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." December 2019
Susan commented: "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." July 2019
Terence & Jennifer commented: "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." May 2016