“Having Strategic Wealth recommended to me as the best on offer when I retired (7 years ago), by the CEO of the superannuation fund our company used, gave me great peace of mind. I was wanting someone that could take care of everything with minimum involvement from me, but also there to answer any questions or concerns if any arose. My hopes and expectations have not only been met, but far exceed what I set out for. 

I would and have recommended Strategic Wealth to my family and others that want strong advice, options of ideas and restful nights sleeping.”

- Scott Hardy, Retired Executive

“We finally got around to seeking financial planning advice and were recommended Strategic Wealth and Mike Jeffs from a work colleague. Boy, do we wish we had done it earlier! Previous experiences with pushy financial planners who did not listen to what was important to us, and what level of risk we were prepared to accept, had turned us off seeking further advice. This was such a different experience.

Mike and the team have been great. They have worked with us to develop strategies to help us prepare for the retirement we want, whilst understanding things that are equally as important to us now. We thoroughly recommend Strategic Wealth wherever you are on your financial journey.” 

- Tom & Kathy Reynolds, Company Director

“We have trusted Peter and Nick with our financial portfolio and retirement strategy for over 11 years. They have always taken time to explain our financial options and situation patiently, and clearly, giving us plenty of opportunity to ask questions at any time.

We have never been disappointed with any decisions they have recommended or made on our behalf, and feel confident that thanks to their expertise, we are financially in a “healthy” situation as we start to enjoy our retirement.

We would also like to compliment the entire team at Strategic Wealth for their courteous and gracious attention and support”

- Duncan and Miriam Wallace, Looking Forward To Retirement.

“My family has been clients for over 50 years and during that time we have always received expert advice from all of the advisers we have worked with.

Personally, I wouldn't have remained a client with Strategic Wealth if I didn’t trust the advice I received and knew my long term financial security was in safe hands”

-James Grant, IT Director

“For as long as Strategic Wealth has been managing my Australian Retirement Funds I have been fully satisfied with their knowledge of economic conditions and investment markets, both Australian and international, and with their decisions to allocate my funds between the investment opportunities presented by those markets.

“ I have no reservations about recommending their services to other investors”

-Ian Greenham, Retired Corporate Banking Credit Executive

Glenys and myself have been with Strategic Wealth for 9 years being advised by Adrian Vidotto and Daniel Wilson.

Over the years we have got to know them as 1st class advisors knowing our investments are in safe hands - always available to provide advice.

Annual reviews are informative and presented in clear ,easily understood language. Fully professional and totally ethical.

-Kevin O'Callaghan, Retired

“My decade long relationship with Strategic Wealth has enabled me to move into retirement on my own terms, at a time of my choosing and with peace of mind.

Through a highly personised and comfortable approach, Mike and Andrew have tailored my financial investment portfolio to ensure stability and growth. 

My personality and aspirations have been taken into consideration at every turn.  With changing times, as fraudulent practices surround us, it has been comforting to have Mike or Andrew’s prompt responses to clarify, verify or reject correspondence. 

As a Strategic Wealth client, I know I have joined a highly professional and engaging team. 

I highly recommend the Strategic Wealth team to all, as they willingly embrace the heavy lifting and have provided me the space to enjoy the journey.”

-Jan Rollinson, Retiree

“I came to know about Strategic Wealth in 2018 through a family member. Although I had always been responsible with money, I had very little understanding about finance and investment. Peter and Nick listened to my concerns assuring me that my finances allowed me to enjoy a comfortable retirement. They guided me towards this goal through a plan which was tailored to serve my needs and satisfy my ethical concerns, and which enabled me to retire in 2021.

They have since continued to patiently advise and explain things in plain language through regular updates and annual reviews, and to steer me towards a financially stable future.

I am confident in recommending Peter and his team as friendly, reliable and trustworthy advisors. Thank you Peter, Nick and Strategic Wealth team”

- Judy, Sales Manager

'“We joined the Strategic Wealth team more than 20 years ago and cannot speak highly enough of the exceptional service and advice they have provided during the economic highs and lows of this lengthy period.

We have felt supported, informed, and empowered in making sound financial decisions. Their understanding of our financial situation and goals have been very comforting to us. With their guidance, we've been able to develop a financial plan that will hold us in good stead for the retirement years fast approaching.

Their professionalism, integrity, and personalized attention have exceeded all our expectations. We would unreservedly recommend Strategic Wealth services to anyone seeking reliable and effective financial advice."

-Paul & Kay Rogers, Technical Director

“My retired partner and I have benefited greatly from the financial advice provided.

Peter and Andrew have carefully assessed our needs and aligned options with our risk profiles as our work situations have changed. The clear rationales have been greatly appreciated in helping us make the most of our financial resources in a manner we are comfortable with”

-Debbie, Employed Full Time

“When my mother moved to Australia as a pensioner, we had concerns with regard to preserving her savings and ensuring she had sufficient to live on. Moving countries at any age is hard but even more so when you are in your eighties, however what has turned out to be extremely easy has been the management of her portfolio which we entrusted to Strategic Wealth.

From day one, the team at Strategic Wealth have been approachable and very helpful. They have done a very solid job of ensuring that her portfolio is well managed and have also been proactive in highlighting any opportunities for services and savings which my mother was eligible for.

I have appreciated their open communication and strong values-based approach to managing financial affairs. I would recommend Strategic Wealth without hesitation.”

-Heather Round, Academic

“We have worked with the Strategic Wealth team for more than three years now through complex arrangements to bring our UK Pensions across into Australian Super accounts with much success. We are pleased to share the prompt and personal support we have received throughout this time and look forward to more of the same.”

- Stewart & Julie Collins, Retail Operations

“We were originally seeking experience and expertise in both money management and future planning for the years leading up to and including retirement.

Members of my family recommended that we approach Michael Jeffs for that advice as they were impressed with the service he provided.

Michael Jeffs at Strategic Wealth has provided us with that expertise as well as giving us confidence in dealing with the arduous superannuation and taxation issues that you have to face in order to be self sufficient at retirement.

Michael and his colleagues are always willing to provide financial planning advice and treat you well as an individual with specific needs. Just the way we like it.”

-Anthony & Elizabeth Gedye, Happily Retired.

“We are very fortunate to have been advised by Strategic Wealth since 2007. With their guidance we transferred assets from overseas, navigated the vagaries of Australia’s superannuation system, and prepared for retirement.

The fact that we are both now enjoying a comfortable retirement, without financial concerns, is due in no small part to the advice and expertise we have received. At all times we have found our advisers to be professional, proactive and approachable.

They have always explained options clearly and we trust them implicitly. We highly recommend them”

-Steve Choat, Retired GM.

“We have used Strategic Wealth close to 20 years for our financial planning both during my working life and now in retirement and it was the best decision we made to manage our investment portfolio.

Adrian and his team have provided a very high standard of service covering complex tax requirements and its implications during our overseas assignments but also managing local tax requirements.

Their level of service is excellent, very professional, knowledgeable, and transparent and with sound ability to provide advice on superannuation and investment portfolios.

Their personalized service is a fresh breath of air which is not always provided by other financial consultants and they are always available and responsive on all financial issues we have discussed.

We highly recommend Strategic Wealth for anyone looking for a reputable financial planning consultant”

-Pali Gill, Retired Executive.

“My wife and I have been clients of Strategic Wealth for almost 20 years. They have been invaluable in setting the direction of our retirement plans especially with the forward analysis of our finances which allows us to set our living standards to suit what funds will be available long into the future.

The personnel are a delight to work with and very responsive to queries.

We have no hesitation in recommending Strategic Wealth.”

- Peter Buzzard, Retired

“The Team at Strategic Wealth are always professional and helpful. They are flexible and happy to work with my requests. They have allowed me to setup my finances and maximise my tax returns over the last 5+ years. I feel confident that my finances are in good hands with Strategic Wealth”

- Georgia Plumb, Young Professional

“We have been clients of Strategic Wealth for more than ten years. We have been extremely satisfied with the highly responsive, proactive service we receive and we trust the tailored advice provided by Peter, Nick and their team of experts.

They are extremely professional, experienced and possess in-depth market and investment knowledge. They take the time to understand our evolving life goals, our appetite for risk, and they provide well-balanced advice and support. This has allowed us to plan for our lifestyle needs and wants in retirement with reassurance and confidence. We sleep at night! Strategic Wealth is a trusted partner and we happily recommend their expert financial guidance.”

- Sally Holdsworth & Phillip Ring, Business Executives

“Upon retirement Strategic Wealth were able to successfully help us navigate the complex tax implications associated with Mark’s Superannuation and retrenchment package. We have now been with Strategic Wealth for over 10 years and have consistently been impressed with their responsiveness and proactive management of our portfolio and their general professionalism. Their focus on deeply understanding our risk appetite and life goals has underpinned our trust in them and delivered excellent results. 

 Our children are now both working and have created their own relationship with Strategic Wealth to help them as they start their own journeys of wealth creation.

 We have previously recommended Strategic Wealth to friends and colleagues and will continue to do so.“

- Mark & Kathy Sturgess, Retired Executive

“I have been a client of Strategic Wealth for many years and there are several reasons as to why. I have always been impressed by the range and diversity of investment products available. Strategic Wealth has and continues to introduce me to opportunities that I was unaware of, and which have performed very well. They continually identify and engage global expertise, from their Investment Committee down through their investment portfolios. You sense that you are getting sound advice, based on careful selection and strong due diligence of advisors and market experts.

Communication is also a strongpoint. Monthly updates, webinars and seminars provide on-going information and are greatly appreciated.  My annual personal portfolio review is comprehensive and has been tailored to meet my requirements.

But what I really appreciate is the excellent and personalised service. You don’t always find that in this industry. I have been with bigger companies in the past and experienced a real lack of personal interaction. With Strategic Wealth, my advisers are always available, responsive, provide advice on any issues I raise, and are prepared to go out of their way to help me. The company is the right size and has the right people to have developed a culture which I personally find very attractive. I have a genuine feeling of trust and comfort in the company.

 I certainly intend to maintain my business with Strategic Wealth into the future.”

- Dr Bruce C Kelley, Retired Executive

“We have been retired for 5 years relying heavily on our Super Funds to deliver a comfortable and worry free lifestyle.

Our personal circumstances changed dramatically due to major health challenges five years ago. Strategic Wealth not only restructured our fund to match our new circumstances they offered outstanding personal advice that proved financially invaluable.

Ask for one word to describe the team at Strategic Wealth – “Trust” a vital ingredient for the management of our funds now and into the future.  We have been with Peter Wilson, Adrian Vidotto and Strategic Wealth for over 10 years.

Adrian is a Collingwood supporter making weekly conversations that much more interesting.“

- Ray & Dee Webb, Retired Automotive Marketing Director and fanatical Magpie supporter

“As a self-funded retiree who does not wish to spend retirement closely managing superannuation funds, committing this task to Strategic Wealth has provided an excellent alternative.  Along with the recommendation of a managed funds portfolio, advice is given on a regular basis. The cornerstone of this process is an annual strategy meeting where overall portfolio performance is reviewed in detail and goals structured for the next 12 month period. This is supplemented throughout the year with continuous advice when market dynamics change or specific opportunities arise.

Of particular importance in my situation has been the constant focus and consideration of the taxation implications associated with the strategies employed. This is an area which seems to be getting evermore complex and has resulted in considerable savings.

I have been with Strategic Wealth for nearly seven years, and I would have no hesitation in recommending Peter Wilson and his team.”

- Terry Roberts, Retired Oil Company Executive

“We have worked closely with Strategic Wealth for many years and if we could simply describe the relationship over that time it is one of ‘absolute trust’.

When we first started our relationship, Adrian and his team spent a lot of time in helping us determine what our goals were from a financial point of view to ensure we would be in a good position to retire without to having worry about the financial aspect for a good retirement.

It’s nice to know that your financial plans to help grow wealth for retirement are in good hands and you don’t have to worry about them - that’s what Strategic Wealth has given us.

They also keep us regularly informed of what’s happening with our funds and continually review our combined strategies.

The plans that were set by the Strategic Wealth team many years ago are right on track and whilst the global economy has risen and fallen in that time we will end up with funds we were looking to have (and more) when the time comes for us to fully retire and enjoy that retirement.

Normally, that is all you could expect from financial planners, but Strategic Wealth have also helped us to gradually transition into retirement which has been an added bonus.

The other added bonus is the key team members we deal with are also good Collingwood supporters!

Strategic Wealth have done what they said they’d do…”

- Paul & Melisa Dixon, Business Owners

“Our association with Strategic Wealth commenced some 18 years ago at a meeting with Peter Wilson and Adrian Vidotto. Since that time, Adrian has been our very diligent, proficient and friendly Financial Advisor, and he is now ably assisted by Peter’s son, Daniel.

We are completely satisfied with the service that we receive from Strategic Wealth.

The team comprehend our goals, provide very sound advice towards achieving those goals, and also clearly explain the reasoning behind the specific advice that they provide. They also kindly listen to, and provide detail explanations, for any questions that we may have. All of this is carried out in a truly professional, efficient, and personalised manner.

We believe that Strategic Wealth provides a very ‘user friendly’ high quality service.

We have found the Strategic Wealth team to be extremely trustworthy and have no hesitation in recommending Strategic Wealth to anyone seeking financial advice and planning.”

- Barry and Barbara McDiarmid, Retired Construction Site Manager

“As we entered our retirement phase, Strategic Wealth helped us navigate a tax effective cashflow program to ensure we have a stress free lifestyle. We jointly developed a plan that allows us to fund our overseas trips, renovations and secure a healthy inheritance for the family. The models Strategic Wealth developed have been very useful and their advice (in easy to understand language) gave us improved perspective on what we can do to manage our money.

Thank you to Peter, Daniel and the team for thoughtful, considered action plans. We now feel we have a clear direction and stable future.”

- Steve & Lyn Williams, Retired Operations Manager

“I have been a client of Strategic Wealth since 2008. Prior to that my late mother Mary was also a long standing client when the group was known as Godfrey Pembroke.

I would have no hesitation in recommending Strategic Wealth to anyone looking to receive professional guidance regarding investment strategies.

Strategic Wealth are an excellent operation underpinned by dedicated research, competent forecasting, professional report and review presentations. 

I have complete confidence in them to oversee and develop my investments going forward.”

- Reece Bawden, Retired Sales Executive

“We have had the pleasure in dealing with Mike Jeff’s and Andrew Dickinson of Strategic Wealth for our financial advice and planning.

The team is professional and very knowledgeable on a wide range of financial products. They have great communicational skills and give us good support. They customise our financial needs according to our requirements.

We would like to express our thanks to Mike Jeffs and his team for the professional financial services given to us over the past many years and in helping us achieve our goals.”

- Dhun & Jimmy Daruwalla, Happily Retired

“We began our association with Strategic Wealth 2 years before our planned retirement.

Now after almost 15 years we can reflect back with extreme satisfaction as to the performance of our portfolio and the professional management provided by members of the Strategic Wealth team, which has enabled us to enjoy the retirement activities we had planned for without the need and stress of our personal daily involvement.”

- John & Trudy Shore, Retired General Manager at Agfa-Gevaert and Retired Office Manager at Stones Sharp

“By way of background we have been expats for 15 years living in Mexico, the UK and the US. During that time our Australian financial affairs and retirement planning have been handled most proficiently by Peter and his team.

It is very easy to underestimate the complexity and needs for preparing for the next stage in your lives and Peter has been superb in providing advice and managing our affairs including estate planning and investment portfolios. More recently, the repatriation of our superannuation accumulated overseas has been incredibly complex and without Peter’s counsel we would not have been able to achieve this in a tax efficient and timely manner. I have no hesitation in recommending Peter to prospective clients.”

- Paul Parsonson, formerly SVP Finance - GlaxoSmithKline

“We were referred to Adrian Vidotto and Peter Wilson of Strategic Wealth some three years back for advice in relation to our personal and business assets. Like many in our age cohort we were approaching retirement without a properly structured approach and an incomplete understanding of what to do about it.

What impressed us most from the first meeting was the genuine level of interest taken in our specific circumstances and the care and attention to detail with which that was reflected in their subsequent advice. That advice covered business strategy, succession planning, superannuation portfolio structuring, budgeting and personal asset management – integrated and presented in a coherent and assimilable manner.

The importance of effective wealth management and the extraordinary growth of the financial planning industry make the choice of the right adviser both crucial and complicated. For us, Strategic Wealth has struck the perfect balance of combining genuine personal interest and involvement with keen intelligence, common sense and sound financial acumen. Adrian and Peter have both our confidence and our strong recommendation.”

- Joan & David Keane, Quest on William Serviced Apartments