Yes. We begin with a discovery call which is 100% free, with no obligations. We aim to gain an overall understanding of your situation in our first discussion, so that we can begin to formulate some plans that are relevant to your situation. It also gives you the opportunity to assess our communication and capabilities before you begin paying for our financial advice.

Our directors have been active members of the Australian financial planning industry since the early 1980’s. Our team has years of experience across all facets of financial advice including superannuation, cashflow management, insurance planning, intergenerational advice and retirement planning and more. Each of our team members have a background in financial advice and have all the skills and capabilities required to help you reach your financial goals.

At StrategyOne we will organise to meet with you and discuss your short and long-term financial goals. From here, we will outline the steps you need to follow in order to achieve your goals. We will then provide you with a statement of advice featuring our financial recommendations. If our advice suits you and you decide to go ahead with it, we are available to guide you on any of the relevant steps you need to follow in order to execute your plan.

Receiving sound financial advice from an organised and experienced financial planner can help you to grow your assets, manage your finances, plan for retirement, and provide general financial support along the way. No matter what your financial situation, our team of experts can help you to organise your priorities and plan for the future, ensuring that your finances are in good hands.

The financial advice you receive does not necessarily need to be ongoing. You may discover that you only need one or two meetings in order to organise your finances and implement a sustainable plan for the future. However, you could also find that your financial situation is more complex than previously thought.

Younger people will often have a simple financial situation and their needs can be taken care of in just a few sessions. Older individuals who are looking at superannuation, estate planning etc can require more consultation in order to cover all of their needs. We are always available for ongoing meetings if they are required.

StrategyOne will collect and hold your personal information to provide you with relevant advice for your financial situation. This information is strictly limited for the use of our financial services only. StrategyOne adheres to the National Privacy Principles, established under the Privacy Amendment Act, 2001. Please see our Privacy Policy for more information.

For us, we view the relationships with our clients as one of the most important aspects of our financial advice. Building and maintaining a strong relationship is the key to a deeper understanding of a client’s financial position. This allows us to take the best steps possible to ensure that our solutions are based on their needs. Poor relationships lead to poor communication and unsuitable financial plans, which is why we maintain such a core focus on our strong client relationships.

We are located at Level 9, North Tower, 1-5 Railway Street, Chatswood, NSW. We operate our financial planning services in Chatswood, but our clients are located around Australia and the world. With the use of telephone calls, emails, and personal visits, we provide our clients with personalised advice no matter where they’re located.

At StrategyOne, our experience in the financial planning industry is unparalleled. With over 40 years’ experience, we are dedicated to helping our clients to reach their financial goals and objectives in the most efficient and effective way possible. We pride ourselves on the close relationships we have with our clients that allow us to tailor our financial advice to their specific needs.

Unlike other financial advisors on the North Shore, we believe that we take a more current, progressive approach to our financial planning services. Our clients are at the centre of our operations, and we ensure that everything we do is in their best interest. Our team is dedicated to listening and understanding your needs, no matter how simple or complex they may be. We make sure that we fully understand your goals in order to bring you customised, appropriate plans that will see you on your way to financial freedom.