"I find Shannon a conscientious and diligent advisor who never loses sight of the fact that it is his role is to help us maximise our potential to create the wealth we want for the life-style that we desire for the future. So far we have managed to stay on track, even though the share market has not been as kind as we may have liked. This is due, in the main to the adherence to those basic principles mentioned above.
I would say that most of all Shannon is sincere and caring; I get the impression that he not only has a professional interest in helping us achieve our own personal success but that he gets a personal satisfaction from knowing that he is making a difference to our lives. I have no hesitation in recommending Shannon and Strategic Financial Planning to someone looking for good, reliable and personal service".
Eric Manning
"From his banking days we have known Shannon Whitfield who has presented to us in a most pleasant and professional manner. His delivery of outcomes for our superannuation has been comprehensive, positive and clearly understood and modelled to meet our future lifestyle needs".
Cyril Geach BSc Hons MAIG
“I have a great deal of respect for Jason. I value his honesty, integrity and professional advice. He has guided us through several milestones in our finances and we always come out the other side much the better for it”.
Bob McVean
“I'd been advised by a few advisory groups before deciding to join Strategic and five years later thank goodness I made the right decision. They have managed my assets so that my asset base has grown whilst many of my colleagues are still trying to recover their losses. I don't have a lot of time to manage my own affairs and I am greatful that I know I can rely on the Strategic team to have my best interests at heart and importantly give me the correct advice! I love the family feel and have even had the pleasure of staying at Kerry's place in Kos Island in Greece!" Can't speak highly enough of the whole group. They have been a pleasure to deal with and I happily recommend them every chance I get ”.
Roger Turnball
"We are a middle-aged couple with children now in higher education and found ourselves in a position where we needed to start considering our own future. We approached Shannon [or Strategic Financial Planning] because we needed assistance to define our retirement goals and configure our current and future resources in order to meet them. Shannon helped us by logically reviewing our assets, earnings, commitments and risk attitude and recommended changes to our superannuation plans, together with insurance cover for protection. The result was that we now feel that we have understanding and control of our super and that we will comfortably meet our objectives. One thing we liked about dealing with Shannon is that he was very patient about explaining all the risks and benefits, and especially the tax-effective structure for financing insurance. We would highly recommend Shannon for provision of initial and on-going advice for personal financial planning".
Stuart and Helen Brown.
“I have been involved with Strategic Financial Planning for the last 11 years. Investing money is a ‘serious business’ and I believe Strategic handles my money in a professional and educated manner. They understand the individual needs of the client and maximise potential earnings. The advisors are readily accessible and communicate in easy to understand terms, whatever service is put in place."
Nicole Cousins
"I love that I can go to one place, have everything done and know that I am getting the best advice from specialists. I also love the relaxed feel of the group and the fact that there is a bar with cold beers in the boardroom! I dont know many finance companies where you feel comfortable enough to walk around and say hi to everyone that works for the company and where you get better deals than most private banks!" Highly recommend Strategic! Go Pies!"
Anthony Petridis
I would say that most of all Shannon is sincere and caring; I get the impression that he not only has a professional interest in helping us achieve our own personal success but that he gets a personal satisfaction from knowing that he is making a difference to our lives. I have no hesitation in recommending Shannon and Strategic Financial Planning to someone looking for good, reliable and personal service".
Eric Manning
"From his banking days we have known Shannon Whitfield who has presented to us in a most pleasant and professional manner. His delivery of outcomes for our superannuation has been comprehensive, positive and clearly understood and modelled to meet our future lifestyle needs".
Cyril Geach BSc Hons MAIG
“I have a great deal of respect for Jason. I value his honesty, integrity and professional advice. He has guided us through several milestones in our finances and we always come out the other side much the better for it”.
Bob McVean
“I'd been advised by a few advisory groups before deciding to join Strategic and five years later thank goodness I made the right decision. They have managed my assets so that my asset base has grown whilst many of my colleagues are still trying to recover their losses. I don't have a lot of time to manage my own affairs and I am greatful that I know I can rely on the Strategic team to have my best interests at heart and importantly give me the correct advice! I love the family feel and have even had the pleasure of staying at Kerry's place in Kos Island in Greece!" Can't speak highly enough of the whole group. They have been a pleasure to deal with and I happily recommend them every chance I get ”.
Roger Turnball
"We are a middle-aged couple with children now in higher education and found ourselves in a position where we needed to start considering our own future. We approached Shannon [or Strategic Financial Planning] because we needed assistance to define our retirement goals and configure our current and future resources in order to meet them. Shannon helped us by logically reviewing our assets, earnings, commitments and risk attitude and recommended changes to our superannuation plans, together with insurance cover for protection. The result was that we now feel that we have understanding and control of our super and that we will comfortably meet our objectives. One thing we liked about dealing with Shannon is that he was very patient about explaining all the risks and benefits, and especially the tax-effective structure for financing insurance. We would highly recommend Shannon for provision of initial and on-going advice for personal financial planning".
Stuart and Helen Brown.
“I have been involved with Strategic Financial Planning for the last 11 years. Investing money is a ‘serious business’ and I believe Strategic handles my money in a professional and educated manner. They understand the individual needs of the client and maximise potential earnings. The advisors are readily accessible and communicate in easy to understand terms, whatever service is put in place."
Nicole Cousins
"I love that I can go to one place, have everything done and know that I am getting the best advice from specialists. I also love the relaxed feel of the group and the fact that there is a bar with cold beers in the boardroom! I dont know many finance companies where you feel comfortable enough to walk around and say hi to everyone that works for the company and where you get better deals than most private banks!" Highly recommend Strategic! Go Pies!"
Anthony Petridis