Our clients include professionals and business owners who retain us to provide ongoing strategic financial advice. A large portion of our clients are contractors or employees in the mining sector, and therefore we are acutely aware of the types of planning issues facing this demographic.
At Strategy Partners, we believe in the difference that advice can make to our clients, whatever stage of life they are at. Getting the right advice from an expert team means you can be confident you are on track to achieving your goals and aspirations.
"Since moving my portfolio to Marcus he has always dealt with me in a personal and professional manner. Marcus has thought outside the square and provided me with solutions to match my particular circumstances. His knowledge of the market and products available has provided me with comfort and assurance regarding my portfolio decisions."
– Marg Van Dam
"After visiting several financial advisors we settled on Marcus because he showed us how he was going to develop a strategic plan for our future financial needs and ensured our financial priorities were met and that our differing risk assessments were met. Since developing that long term financial plan over 3 years ago, we have visited Marcus on many occasions and he has always been happy to discuss our financial and business position and to offer suggestions on how to move forward and the implications of the possible directions we could take. He has always been extremely obliging in offered his time and expertise and this has enabled us to make decisions in a timely manner."
– Les and Lisa Thompson