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Testimonials

    What Our Happy Clients Are Saying

    Strategic Financial Solutions4.6
    Based on 52 reviews
    Sue Busteed
    1 week ago
    Have found their advice well considered & suited to my risk appetite. This has set my up for a comfortable retirement. Coming into retirement they took all the worry out of it for a smooth transition.
    Michael La'Brooy
    4 weeks ago
    We've been clients of Strategic Financial Solutions for around 17 years and have found them to be the ultimate professionals in offering valuable assistance in managing our investment portfolios. This includes meticulous planning to ensure our Super Funds and Pension Accounts keep abreast of market moves, implement change to receive any tax benefits and set us up for Seniors Health Care Cards. Also, SFS hold bi-annual reviews to update us on our portfolio performance. Nothing is ever too difficult especially now that we' are both well into retirement and rely heavily on their expertise. We would have no hesitation in recommending their services to any prospective clients.
    Pat Douglas
    2 months ago
    Always so helpful and such a pleasure doing business with both Ben and Zac. Always so friendly and knowledgeable. the whole team are great.
    Melbourne Translation
    4 months ago
    Adrian Harvey
    5 months ago
    SFS have been incredible in helping me secure my financial future in retirement. Highly recommended!
    Barry Lester
    7 months ago
    Excellent service by all at SFS. Exceptional attention to detail at all times.
    Peter Philipp
    9 months ago
    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
    9 months ago
    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
    10 months ago
    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
    10 months ago
    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.
    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.