I highly recommend Craig Hong. He demonstrates total service to the needs of his clients, as opposed to a purely transactional approach . Genuine, customised client service is a lived value with Craig.
Mark
Resources Professional
I have worked with Craig Barry on very complicated taxation and superannuation issues and he has never failed to impress me with his knowledge, professionalism and timely delivery of exactly what was needed. I would not hesitate to recommend him as a professional and he is a top bloke too.
Richard
Resources Professional
I’ve worked with Richard for over 15 years. Richard’s approach ensures our clients obtain the most appropriate financial lending advice to match their needs, not those of the financial institution.
Brett
Resources Professional
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.
Ian
Resources Professional
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.
Vicky
Resources Professional
Your regular meetings keep us on track and disciplined to achieve our goals.
Dennis
Manager FIFO
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.
Damon
Professional
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.
Jeremy
CEO & Director
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.
Brenda
Mining Professional
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 organised, restructure our investments for tax efficiency, maximise 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.