Stratogen Financial Planning

Stratogen Financial Planning is part of the Stratogen Group which includes Stratogen Chartered Accountants and Stratogen Lending Solutions. In addition to these "in-house" relationships, we also have relationships with other accounting firms on the Sunshine Coast and in Mount Isa that we visit and work with on a regular basis.

About Us

The clients we tend to work with at Stratogen Financial Planning come to us via their accountants or as referrals from family/friends. They are often:

Hard working, time poor, small business owners who appreciate that good advice & strong relationships allow them to focus on what they do well
Employees who have already started building wealth for their retirement but don't know if they are on track
People approaching or in retirement who want maximum benefit from the years of work they've invested

Products and Services

Hours of Operation

Open Monday - Friday

Services

Aged Care, Budgeting, Centrelink, Debt Management, Direct Equities, Estate Planning, Gearing, Income Protection, Insurance, Investments, Leasing, Life Insurance, Loans, Managed Funds, Mortgages, Pensions, Retirement Planning, Rollovers, Salary Packaging, Shares, Superannuation, Wealth Creation

Features

Fee For Service, Guaranteed, Insured, Licensed

Issues

Retirement

Catering To

Self Employed

Keywords

Financial Services, Wealth Preservation, Superannuation, Investments, Financial Service, Financial, Regular Savings Plans, Financial Planning, Wealth Creation, Risk Insurance

Additional Locations

Showing 1 locations in 1 states

FAQs

Is your staff qualified?

Yes, we have a team of well qualified staff who have the capacity to provide advice in all areas of financial planning.
Do you offer advice to people approaching or in retirement?

Yes, we provide our services and give advice to people approaching or in retirement who want the maximum benefit from the years of work they've invested & are looking forward to some peace of mind in retirement.
What services do you offer?

Our services include superannuation, wealth creation, investments, risk insurance, wealth preservation and many more.

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Stratogen Financial Planning

Financial Planning