About Us

Local and personal financial planning

We are just the right size with the right combination of skilled specialists to offer a service which is both highly personal and world-class. Whilst we serve the local community, we still have the expertise and professionalism that you would find with a major financial advisor. The difference is that we can work closely with you to build a personal relationship and ensure that your plan is fully tailored to meet your requirements. 

We work with clients of all ages and backgrounds to create appropriate financial plans that will work in your favour. Whether you’re looking to purchase your first home, or you’re looking at retirement planning, StrategyOne has the right combination of skills to make your dreams a reality. 

Supported by our paraplanners and client services team, we devise plans tailored to your unique situation that are supported by comprehensive documentation to ensure you are clear on what we’re advising, and why.

Building lasting relationships

Our proudest achievements are the relationships we’ve built with clients that span decades. It’s not uncommon for clients to refer their parents or children and we are proud of playing a part in helping families achieve their financial dreams.

In order to build lasting relationships, we understand the importance of providing a service that will satisfy our clients. We have the capabilities to create tailored financial advice that can be expanded upon as you progress further towards your goal. We pride ourselves on providing clarity and security to our clients, who can rest easy knowing that their best interests are at the heart of all we do. 

Our Service Area

We offer advice regarding Financial Planning, including wills and estate planning from our offices in Potts Point and Chatswood and service the surrounding areas including the northern suburbs of Mosman, Lane Cove to Wahroonga and in the east from Sydney city, Bondi and all eastern suburbs.