Our Services

financial planning

Investment Strategies
Budget & Cashflow Planning
Employee Share Schemes
Debt Management
Centrelink Advice
Retirement Planning
Estate Planning

superannuation

Self Managed SuperFunds
Industry Funds
Retail Funds
Salary Sacrifice
Consolidations
Finding Lost Super

insurance

Personal Insurance Advice 
Business Insurance Advice 
Life Insurance
Trauma Insurance
Permanent Disablement
Income Protection
Business Expense Protection

ongoing reviews

Portfolio Review Services
Insurance Review Services
Ongoing Advisory Services

We provide the focused guidance and clear advice needed to implement effective strategies for creating financial well-being, growing wealth, organising your estate wishes and preparing for retirement.

Superannuation is now a significant way in which individuals create wealth and prepare for their retirement.  We assist you in adopting the right superannuation strategies in line with ever-changing legislative requirements. 

We provide the advice and services to implement a comprehensive insurance strategy to protect your personal and business assets and the livelihood of your family members or dependants in the event of your death or disability.

The financial plan you have in place today may no longer be suitable when changes occur in your circumstances.  Updates are essential as you move through the normal phases of life.  Our ongoing review services are essential so your financial journey follows the path you want to follow.

Like to Know More About These Financial Strategies?

Our Online Financial Knowledge Centre is a special resource we make available to Stratus clients to enable them to research financial concepts, like all those mentioned above, in a safe place online at any time convenient to them, 24/7.   Try it now!

As it is a resource designed for our clients, some information may be restricted to view by members only. If you would like to obtain complimentary trial access to the full Online Financial Knowledge Centre, please contact us.

Check Your Financial Well-Being

Our 5 Minute Financial Health Check is a great way to quickly check your financial well-being. If the results aren't what you expected, contact us today.

Stratus Financial Group Pty Ltd and its advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.   The information on this website is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Stratus Financial Group Pty Ltd strongly suggests that no person should act specifically on the basis of the information supplied and should obtain appropriate professional advice based on their own personal circumstances.   © Copyright Stratus Financial Group Pty Ltd