What Makes Us Different
Whether you're approaching retirement, have recently lost a loved one, or have found yourself at a crossroads, we know that your money has one job: to support your life.
At Strategic Wealth Partners, we specialise in financial planning. Our approach is fundamentally different from that of the majority of other financial advisers.
We prioritise you, your goals, and your dreams
We believe that before developing a financial plan, we should first explore your most important life goals. This way, your finances can fully support your goals.
In essence, we always prioritise you over your money.
We are specialists in our field
Our belief is that financial planning is a process that should be informed by technical knowledge and experience gained through training and qualifications.
We embody this belief by being trained to listen and ask questions that help you identify your life goals, empowering you to pay less taxes, invest smarter and retire on your terms.
We are financial planners
As financial planners, we address your immediate needs while also looking ahead. We are not incentivised to sell you products. Instead, we always make thoughtful recommendations within the context of your most cherished life goals.
Our financial plan is tailored to your specific needs and take into account all aspects of your life and finances.
We are independent
As an independent firm, we have a wide range of providers available to us. As such, when implementing your financial plan, we have the flexibility to select the best option for you from the entire market.
Our independence complements our position as financial planners; we make tailored, thoughtful recommendations with your best interests in mind.
We believe in the power of listening
We believe that open and friendly conversation helps us get to know you, and we achieving this by listening.
As a result, the financial plan we develop is thoughtful and informed, with a thorough understanding of your needs and objectives.
We strive to be your trusted friend
While we are dedicated to providing a first-class financial planning service, we also believe that these services should be friendly, open, and enjoyable.
We don't discuss numbers until we've gotten to know you. Our meetings are a safe, confidential space. We are professional but approachable.
We want to see you achieve the goals and dreams that brought you to us in the first place. That is why we strive to build and maintain long-term relationships; we hope to become your trusted friend.
"The trust and feeling of comfort has grown over the eight years since our first meeting."
"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."
"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."
Our job is to make sure that every decision you make moves you closer to your goals.
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.