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About Us

Our Approach

We believe everyone should have the opportunity to live their best life, take financial control and create a financial plan that achieves what REALLY matters to you. Together we can Make Dreams Happen, here’s our 4-step approach:

This meeting usually follows an informal telephone discussion. Its purpose is to articulate your existing financial position; understand your needs and lifestyle goals; and determine whether together we are able to achieve the right outcomes for you – put simply, your relationship with us will add significant value for you.

Based on the information you have provided and additional context we have established, we will prepare our recommendations. During your next meeting, we’ll present the options available to you and why these are right for you.

Following your careful consideration and formal approval of our recommendations, we get to work. Among our first steps, we liaise with your other professional advisers – your accountant, lawyer, lender and others – to create an informed advice environment that’s synchronised to consider your entire financial life.

When life changes for you, we’re just a phone call away and ready to help. However, your regular scheduled progress meetings allow for evaluating progress and adjusting your financial plan as circumstances and needs change.

We’ll provide the financial advice, planning, support, understanding and ACTION you need for Making Dreams Happen. This is our commitment to you.

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Holistic Financial Management

Our award-winning approach involves managing relationships and coordinating with each of the professional disciplines who contribute to your financial life to create a truly seamless financial plan.

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A comprehensive financial plan

Ongoing progress meetings

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If the first step is to determine a comprehensive financial plan that’s right for you, the next is to meet regularly to review your progress.

We’ll spend days preparing for your progress meeting, ensuring your agenda covers all the right information to confirm the context and the principles at the centre of our relationship with you.  

We will discuss superannuation, investments and insurance, as well as any unique investment opportunities, travel and holiday plans, family support and even philanthropic opportunities.

We’ll revisit your short and long-term goals and provide an up to date and accurate snapshot of your overall financial position.

Scheduled progress meetings also enable you to tell us about any changes that may have occurred. Events such as the arrival or loss of a family member, a significant purchase, financial windfall or inheritance, changing your job or deciding to retire, can all impact your financial plan. It’s important to advise us of changes no matter how seemingly insignificant or large, so we can review and implement any necessary plan adjustments without delay.

Your Circumstances

We will discuss your current situation, and any changes that may impact on your future planning.

Your
Portfolio

We review your investments and investment strategy, including superannuation.

Your
Insurance

We consider the appropriateness of your cover as your circumstances change.

Your
Future

We help implement retirement strategies and ensure your estate plan reflects your wishes.

Legislative Changes

We monitor legislation to ensure your strategies seize the best opportunities.

“Steve’s advice is very considered and caring and we have enjoyed his financial advice for five years.”

Paul and Mary

“We now benefit from a robust and secure financial future that enables us to enjoy the present.     ”

Shane

“Steve has given me advice relating to my superannuation. I am very confident in the advice that Stephen has provided me. His advice is well explained and easily understood. He takes the time to review my situation with me and is very supportive.”

Colin

“Steve has given us clear and comprehensive advice in areas such as self managed superfunds, buying and selling of shares and any other areas necessary such as insurances and managing debt.”

Liz and Charlie

“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.”

Vicky

“We have been with Stratus Financial Group for several years now and have seen James come into his own during that time, maturing into an extremely effective and trusted partner and advisor in relation to the management of our financial affairs.  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.  ”

Brenda