• Strategic Financial Planning has been offering financial advice since 1990. Strategic has access to most investment solution providers but is not aligned to any of them! We are free to select solutions that best meet your needs.

• Along with our sister company OMNIMax Software Solutions Ltd we have developed Goal Based software which enables you to match your Resources with your Future Goals and create a realistic life plan which can monitor your progress.
  

• We partner you through your investment / financial planning journey. Educating you is part of our DNA!  We aim to increase your knowledge and maintain your ownership of our recommended strategies.This brings satisfaction to both of us. We keep in regular contact through our Review process.

• We do manage money ($50m+) but we do not handle it! All assets are maintained in your name. Other than our professional fees you never pay funds into our account. You sign off on every investment and remain in total control. The lack of this safe guard is often the source of the frauds you would have read about. We have a heavier paper trail but it keeps our clients safe.
  

• We have strong partnerships with professionals in the legal and accountancy fields and will refer you for expert advice for specialist issues as required. For example how you hold/own your investments is an important consideration in some circumstances.
  

• We have a particular interest in ethical investing and can assist clients with a socially responsible focus.

• We have spent many years developing systems and process that work for clients. e.g. accessing your Portfolio On-line, End of year tax reports.
  

• We are still here! Over the last 20 years many have come and gone. We are not "Strategic Finance"! We were advising before they started and are still in business now they are in receivership. We do not have a "product" or a solution other than the advice we give. We remain non-aligned.
  

Our Experience Shows!

We encourage some to be more courageous, others to be more cautious but all to be prudent.:

In the last 20 years we have guided our clients through:

• Stock Market Crashes
• Technology Bubbles
• Wars
• Bond Market Crashes
• Economic Crises
• Credit Market "Bubble" Bursts
• Finance Company Receiverships
• High Interest Rates / Low Interest Rates
• High and Low Inflation
• Property booms and negativity equity crises
• High and low exchange rates
• Changes in pension and welfare entitlements
• Taxation changes
•  We have journeyed with clients in disappointing markets as well as strong markets

It is our preference to limit the exposure to any one investment, to "bank" profit when it occurs and regularly review the underlying investments on a "hire and fire" basis.

Our fee focus brings objectivity to investment selection.