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Strategic Financial Solutions

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South Melbourne, Australia

sfsonline.com.au
Financial consultant· Financial planner· Financial Services

Strategic Financial Solutions Reviews | Rating 5 out of 5 stars (3 reviews)

Strategic Financial Solutions is located in South Melbourne, Australia on 7/20-22 Albert Rd. Strategic Financial Solutions is rated 5 out of 5 in the category financial consultant in Australia. Strategic Financial Solutions is a Boutique Financial Planning firm not aligned with any bank or other financial institution. We specialise in organising the financial affairs of busy executives in a smart way. Our expertise covers strategic advice, tax planning, estate planning, investment advice and personal insurance

Address

7/20-22 Albert Rd

Phone

+61396904622

Company size

1-10 employees

Headquarters

South Melbourne, Vic

Founded

1996

Open hours

...
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M

Michael Royal

Kay, Paul and Ben have done a great job for me with organising my insurance for life, trauma etc for a number of years. I have found them to be reliable, available and knowledgeable and recommend them to anyone who would like a competent financial planner (and we all need that!) Plus, when I was involved in a start-up as Chair, I organised insurance for the young entrepreneurs so that we had appropriate keyman insurance. In addition, I have valued some of their strategic sessions over the years - always good value. And, as hosts of a monthly business networking and reflections group, they are always very hospitable - even during Covid via Zoom ;)

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Sylvia Rooney

Fantastic service, they are thorough, knowledgeable and approachable. I always leave feeling happy I am a valued client.

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Sue Viskovic

The team at SFS are a great bunch of people who have impeccable integrity, and always put their clients at the heart of everything they do. Fantastic financial advisers!

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