To engage Stratus Financial Group means partnering with people who are fully committed to helping you live your best life.
It means working with team members who realise that what you really want from your financial adviser, in addition to advice and the coordination of your financial resources, is a sincere understanding of what is valuable to you as an individual. Please read on to learn more about how, and why, Stratus Financial Group is genuinely different.
We know that effective Financial Planning is so much more than budgets, cashflow, super, investments and wealth creation. We certainly value these tools and concepts (and many others like them) but in using them we are conscious of our ultimate goal: creating a considered, seamless and flexible financial plan to help you achieve what matters most.
This is why we have developed a clear 4-step framework to help you understand your money and how it makes you feel, and to empower you to take financial control and achieve what really matters – to you! We call this Making it Happen! And we guide and support you every step of the way.
Our 4-step framework includes the First Meeting, Recommendations, Implementation, and Review.
#1 First Meeting
The goal of our first meeting, which usually follows an informal phone conversation, is to clarify and articulate your existing financial position. We want to understand your priorities, where you place most value and your needs and lifestyle goals. This helps us build a relationship with you as a person.
At our second meeting, we present the financial options available to you and make sure you understand why they are appropriate in your individual circumstances. Our recommendations stem not from a cookie cutter approach, but from what we learnt at our first meeting about what matters most 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 and helpful network for providing the advice you will need throughout your financial life.
We invite you to regular scheduled reviews where together we evaluate progress towards your goals and adjust your financial plan as your circumstances and needs alter. And when you experience the inevitable changes that life brings, we’re just a phone call away and ready to help.
All the members of the team at Stratus Financial Group are qualified, experienced and knowledgeable. Most importantly, we share a common goal: to create your financial plan so you can feel in control, satisfied – happy! And most importantly, achieve what matters most in your life.
To talk about how we can help you, please get in touch today by phoning (07) 3007 2007 or emailing Brett, Steve or James, email@example.com, firstname.lastname@example.org or email@example.com
Stratus Financial Group helps families, professionals, executives, business owners and retirees manage their complex financial affairs and coordinate their professional advisers.
Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This is general advice only and does not take into account your objectives, financial situation or needs, so you should consider whether the advice is relevant to your personal circumstances. You should also read the relevant Product Disclosure Statements (PDS) before making any financial decisions.