International Challenges & Global Sentiment
The majority of asset classes over the past 12 months have been negatively affected by the war in Ukraine, rising interest rates (to combat persistent inflation) and supply chain bottle necks.
ABOUT US
Personalised service that makes a meaningful, positive difference to your life. This is our core purpose and it guides everything that we do. Every decision, every recommendation, every conversation.
We’ll work with you to build and implement a plan that’s always in your best interests. Using our unique, fully integrated approach, we develop and deliver a plan that’s specific to your goals and priorities, helping you consider the alternatives and making sure you understand the choices and trade-offs. And once the decisions have been made, we’ll partner with you to put your plan into effect, defining milestones and monitoring progress as we work together to secure your family’s future, protect you, preserve your legacy and achieve all your goals.
WHAT WE DO
Our hand-picked, specialised team is made up of authorised representatives of Stratpoint FAS. They are experts, qualified and experienced financial planners who are passionate about providing straightforward, practical advice. And because we are proudly independent, we are not bound to a specific product or one product provider. Instead, we have complete freedom to recommend the best mix of products for your situation and your goals.
NEWS
Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
It just makes sense to do your life cover with the people you trust to do your Will.
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.
RECRUITMENT
Our business is here to assist and grow you. We look for the right people that match our values and vision. We believe in truth, transparency, accountability, and inclusivity and sharing.
If you are growing frustrated in your current environment and looking for growth and feeling valued, in a business environment that promotes thriving success and enjoyment of life, come in for a coffee and let’s discuss what it is we look for in people for our team and whether you would like to be a part of that.
If you are in the Industry, we have a great place to further your career, unlock additional income streams and grow, learn more and add to the team. We love the motto: The more you give, the more you get back.
If you are not in the Industry, but want the opportunity, and have the right characteristics we are very open to educating and mentoring you into this fascinating game.
Get In Touch