I am so glad that I chose your company all those years ago. One only knows the value of an insurance cover when you have the misfortune to have to claim on it. In the process, everyone involved have been so kind, understanding and helpful in my hour of need. The service I have received is world class.
Paul’s relaxed manner, gentle sense of humour and thorough knowledge of the financial planning business have given me confidence to put my trust and my savings with his company
When I was first introduced to Paul and his staff, I immediately felt confidence and trust in them. They are strong in managing relationships, keeping us informed of changes to our circumstances and potential taxation strategies on a continual basis as well as making themselves readily available when we need advice
We have no hesitation in recommending Strategic Wealth Partners. Not only for the practical advice and long term strategies, but also for the financial education that goes along with it. This has enabled us to make informed decisions in meeting our goals – in fact so confident that we even brought our retirement forward.