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Goals - Strategy - Peace Of Mind
- General Info
Our service is friendly, reliable and customised to your needs.
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.
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
- Accreditations
Brehmer Murphy Accountants
- Email Business
- Payment method
- cash
- Established
- 1996
- ABN
- 11 074 608 558
- Service Notes
- Open Monday to Friday
- Other Links
- Other Emails
- Category
- Keywords
- Financial, Financial Planning, Financial Service, Financial Services, Investments, Regular Savings Plans, Risk Insurance, Superannuation, Wealth Creation, Wealth Preservation
What services do you offer?
Our services include superannuation, wealth creation, investments, risk insurance, wealth preservation and many more.
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.