Client Experience - Testimonials
 We have been very happy with the services provided by Strategic Wealth Solutions Pty. Limited (SWS). The team have always been accessible and quick to respond to requests. We enjoy peace of mind, too, knowing that they are looking after our investments well, using their knowledge and experience and sound research to make investment recommendations. They have developed an investment strategy which suits our style and needs and monitors it closely. Their half yearly reports to us over the six or so years we have been clients are easy to follow and reflect a detailed picture of the status of our investments. We have face to face meetings annually with the team – a practice that has continued even though we have recently moved to Queensland. We are happy to recommend SWS to anyone seeking sound, independent financial advice. Posted By: Prof. David Sumner-Potts |
| A short note to express my appreciation for the way in which you are managing my funds. I am happy with the satisfying returns that you have been able to achieve. You will recall that, when I approached you, some years ago, that I was extremely risk adverse when it came to managing my funds. Now, by observing your professionalism, I am confident in changing my risk profile to accommodate a moderate level of risk as recommended by you. Your thorough analysis and reporting gives me this confidence that I have an appropriate spread of risks and opportunities. Posted By: Ian Smith Former IT Manager for CSR |
| When my mother moved into a nursing home in August 2000, my two brothers, sister and myself had to decide what to do with Mum’s money after her unit was sold. I didn’t hesitate in recommending Gavin at Strategic Wealth Solutions to my family, as he had been looking after my husband’s portfolio quite successfully for a number of years already. As I have Power of Attorney for my mother, the final decision was really mine, and I really didn’t need the worry and hassle of having to look after all the details of her financial situation and be accountable for it all. Gavin / Strategic Wealth Solutions send us a quarterly statement of Mum’s affairs, which I in turn send to the other members of the family. The positive feedback I get from them is great as we sit back and watch the $$$ increase every quarter. Another plus is the fact they also arrange for Mum’s tax to be done every year. Paper work is sent to me on occasions for a signature and I know that whenever I have a query regarding any investments, it is only a phone call away for an answer. I cannot recommend SWS enough for what they have done to help us and please do not hesitate in ringing me if necessary. Posted By: Vilma Smith |
| We have been clients of Strategic Wealth Solutions for the past seven years and cannot speak highly enough with regard to their expertise in managing our retirement portfolio. From the onset everything has been explained to us clearly and it has been our decision as to whether we proceed with an investment. They keep abreast as to what is happening within the Markets and our portfolio, of which we are contacted on a regular basis, keeping us informed. We are more than happy with how our Portfolio has performed over the years and have every confidence in SWS. Due to the knowledge that our Investments are safely and securely controlled we are currently enjoying a carefree and comfortable retirement. Posted By: D & J Lewis |
| I have been involved with Strategic Wealth Solutions Pty Limited for over 10 years. In that time I have found them to be honest, reliable, strategy focused and always acting in my best interests. I am able to sleep soundly at night; comfortable in the knowledge that I am receiving excellent value for money and peace of mind that I am living the life I want to lead. Posted By: Glen C. Henry |
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