Your regular meetings keep us on track and disciplined to achieve our goals.
I am now in a position where I could retire. I maintain upside exposure to the investments I want exposure to and ensure that all of my taxation issues are covered. I left the company recently and am now comfortable that I could retire if I wanted to. Both Helen and I can now do what we want, when we want to.
Brett is someone I trust managing our investments and financial planning. It gives me more time to work on my own priorities.
A friend referred Christine & I to Brett and the Stratus rest of the team 4 years ago as we were looking for professional help to get better organized, restructure our investments for tax efficiency, maximize superannuation entitlements, and finally ensure protections were in place for ourselves and the family into the future. A lot of effort went into the initial activities; working with us overseas, that was handled with empathy, quickly, efficiently and reasonably priced, leaving Christine & I as satisfied customers. We’re happy to refer others to Stratus.
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.
We value our regular reviews and having a relationship built on trust, with Brett. This enables us to concentrate on our priorities in life and do the things we are good at.
David recently completed an engagement as a member of our Board of Directors. He was skilled in quickly adapting to a changing environment, and assisted us through a period of considerable change in our market and in our business. We found that David had the ability to make complex issues seem simple, which greatly supported our decision making and strategic thinking.
Brett was able to provide me with the initial advice we sought. However, in his initial work with us he presented a picture of our situation. This was the first time anyone had ever really understood our position enough to present a succinct picture of our total position on one page. From there Brett helped us with our annual tax return requirements and management of our Self Managed Super Fund. This was the first time we were ever able to provide our accountants with tax return information before October of the same year.
James is extremely efficient and is excellent at keeping his clients up to date and informed. Any questions are answered immediately which is greatly appreciated when you are an overseas client. During Covid times when things have been exceptionally difficult for us James has gone beyond his call of duty. He has checked in on how we are coping being separated with my husband in Australia and me stuck in Canada, showing that level of care and consideration is not often found in this younger age group.
From a client perspective, we feel like our needs are paramount and James never fails to deliver in a timely and professional manner, and always with our best interests in front of mind.
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.
His advice has given us confidence that we are maximising growth whilst minimizing tax. Towards retirement, we know that James, and the Stratus team, will ensure we are generating enough income to provide funds for the short term without jeopardising our long-term plans.
Brett’s pragmatic yet effective advice has seen acceleration of our savings with negligible impact on our lifestyle or short term plans. Our satisfaction with Brett and Stratus was further bolstered when we received unfortunate health news 6 months ago to which our customised suite of crisis and income protection insurances responded in full, removing the burden of financial stress and allowing us to focus on getting well. We highly endorse Brett and the Brisbane-based Stratus Financial Group team.