The four pillars of our business
Our company has been built on four core principles that represent who we are and what we stand for.
Professionalism
As a Chartered Financial Planning firm with multiple awards, we have consistently shown our commitment to be the best financial planners we can be, demonstrated by external recognition from our profession.
Honesty
We hope to improve the public perception of financial planners by being open about the way we charge and putting the client at the centre of everything we do. Everything we do is honest and transparent.
Integrity
As industry ambassadors, weβre active in our professional bodies to ensure financial planning is available to the many, not just the few. We understand the difference financial planning can make to people's lives.
Community
Weβre nothing without our community, so we must support them. We do this by funding local causes that need support. Giving back builds our team morale, gives us a warm fuzzy feeling and in turn benefits our clients and our community.
An incredible team, in it for the long haul
Weβre proud to be nurturing the next generation of financial planners, with the goal of having a more diversified set of professionals that can drive the industry forward. These talented individuals also bring with them longevity β so you can be sure that when you choose Strategic Solutions, youβre picking a team whoβll be with you for life.