I honestly wished I had known Steve 15 years ago, in working with Steve I am very comfortable with my retirement plans.
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.
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.
The team is very knowledgeable and responsive and great to deal with.
A friend referred us to Brett and the Stratus rest of the team 4 years ago as we were looking for professional help to get better organized, restructure our investments for tax efficiency, maximize superannuation entitlements, and finally ensure protections were in place for ourselves and the family into the future.
I highly recommend them to anyone who is seeking knowledgeable, experienced and trustworthy advisors to partner with you to plan and manage your financial future.
The fantastic service extended to full management of our insurance claims to ensure we received maximum value from the policies. Thank you.
James provided an exceptional level of service that was prompt, professional and targeted to my specific needs. He displayed great enthusiasm and was a pleasure to deal with. Would highly recommend him.
It’s easy to work together on a client with James – his diligence and efficiency means any information I need as the legal advisor is not only received quickly and accurately, but is presented in a manner that is easy to understand
Steve has been a wonderful addition to our financial success. He has helped my husband and I to envisage beyond the now and into retirement.
Your regular meetings keep us on track and disciplined to achieve our goals.
Both Helen and I can now do what we want, when we want to.
I would refer Brett without hesitation and I have already referred them to others. I would have been in dire straits without Brett’s advice and can honestly say Brett’s recommendations are the best advice I have been given.
Our needs have evolved quite significantly but Steve has always taken the time to ensure he has a full and current understanding of what those needs were at any given time, and that the advice he has provided was tailored accordingly.
Brett’s pragmatic yet effective advice has seen acceleration of our savings with negligible impact on our lifestyle or short term plans.
Steve’s skills and support have allowed us to build a strong financial platform for our future.
I am incredibly pleased to have James as my trusted adviser and strongly recommend him to my friends, family and colleagues. His professionalism, knowledge and integrity are without question.
Steve has given me excellent, thorough advice for my superannuation, shares and investments for over 10 years. He explains my financial situation, options available and how they impact on my situation in a simple and easy to understand manner.
Brett is someone I trust managing our investments and financial planning. It gives me more time to work on my own priorities.
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.