We provide the focused guidance and clear advice needed to implement effective strategies for wealth creation, superannuation/SMSF, estate planning, tax reporting and cash management. This is all part of our overarching ‘Making it Happen’ commitment to you.
We offer a fee-for-service structure that is transparent and designed to provide you with the best possible value for money. We forge confidential relationships with our clients, their closest advisers and our panel of expert professional advisers as required. Importantly, we act as your central coordinator, committed to delivering a truly integrated and inclusive financial plan. We achieve this by collaborating with your accountant, lawyer, banker, lender and other professionals.
James is a very conscientious, capable and organised person. He, along with the other team members, have minimised the stress associated with managing all of our financial information/data and has enabled us to relax, with the assurance that our financial affairs are in order, especially at tax time.
I have been with Brett for over 10 years and highly recommend his financial management services – managing super, insurance needs. The team is very knowledgeable and responsive and great to deal with.
Financial planning is a four-step process:
An initial meeting establishes an overview of your current financial position, articulates your financial and lifestyle goals and whether our services will meet your needs. We confirm information already obtained via our 5 Minute Financial Health Check questionnaire, which include details of income, debts, investments and other assets, insurances and other financial obligations or commitments.
We create a recommendation based on the information we have confirmed. This documentation forms the basis of your financial plan. We discuss the details with you and explain your options and our overall strategy for rolling out a financial plan that is tailored specifically to your individual needs.
We manage implementation following your agreement that the proposed plan reflects your needs. This usually involves liaising with other professional advisers on your behalf – your accountant, lawyer and lender. Our role as coordinator aims to integrate all disciplines to create an overarching plan that reflects, and addresses, your ‘big picture’ circumstances.
We schedule regular reviews which aim to identify and facilitate changes required as you enter the various stages of your life.
Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. In accordance with our collaboration model, advice and services not offered under the Fortnum Private Wealth AFSL are referred to appropriately qualified professionals.