This profile has been claimed by the business owner or representative.
Strategic Wealth Partners
- Financial Services
- Warragul, VIC
About this business
Strategic Wealth Partners are based in Warragul deal with clients all over Victoria including; Neerim South, Nilma, Warragul West, Drouin, Yarragon, Trafalgar, Longwarry, Narre Warren, Pakenham, Moe, Yallourn, Yallourn North, South East Melbourne, South Gippsland and Gippsland. We are experts in helping you make smart decisions about your money to give you financial freedom and life you want. We specialise in; Income Protection, Life Insurance, Personal Insurance, Disability Insurance, Trauma Insurance, Super, Superannuation... read more
Location details
33 Williams St, Warragul, VIC, 3820, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Always well informed.
Business response:
Hi, Sue. Thanks for taking the time to share your positive experience. We truly appreciate it!
Well informed
Business response:
Hi, Sue. We are thrilled to learn that you had a positive experience with us!
Always helpful, kind and caring and that’s all the staff
Business response:
Hi, Wendy. Thank you so much for leaving us a stellar review!
keep the good work up, many thanks for the update
Business response:
Hi, Vin. Your feedback is highly appreciated. Thank you for the review!
Have been with Mark for 7 years here and can't fault him. We were so impressed with him that we chose to followed him from his previous place of business. Very professional, knowledgeable and efficient. Explains everything patiently, in simple terms, so we understand. All the staff are friendly, polite and quick to answer any queries.
Business response:
Thank you so much for your kind words and for taking the time to write us a review. We are thrilled to hear that you have been with us for the past 7 years and that you have had a positive experience with Strategic Wealth Partners. We are honoured that you chose to follow Mark from his previous place of business and we are glad to know that our professionalism, knowledge, and efficiency have met your expectations. Our team is committed to providing excellent service and we are delighted that you find our explanations helpfu... read more
Very happy and satisfied with Paul as our adviser.
Business response:
Thank you for taking the time to share your positive experience with Strategic Wealth Partners. We are thrilled to hear that you are very happy and satisfied with Paul as your adviser. Providing exceptional service to our valued customers like you is our top priority. Should you have any further questions or require any assistance, please do not hesitate to reach out to us at (03) 5623 4400. Once again, thank you for choosing Strategic Wealth Partners. We look forward to continuing to serve you in the future.
Starting on my fourth year now . Every thing has gone exceptionally good . I have retired living in Thailand from Queensland Australia I still receive my statements and can access my portal . I otherwise don't lift a finger only to sign documents each year .
Business response:
Thank you for taking the time to leave us a review and for being a valued client for the past four years. We are delighted to hear that your experience with Strategic Wealth Partners has been exceptionally good. We are pleased to know that our services have enabled you to enjoy your retirement in Thailand while still receiving your statements and accessing your portal. Our aim is to provide seamless and hassle-free financial management for our clients, and your review reassures us that we are achieving this goal. Once aga... read more
Top of the line, all my so called problems were attended to and assurances given (it was not a problem) for you to resolve at the time of dialogue. All my years with your office and officers delivered the goods and always kept me up to date with the money market. Though the market has been very slow in the past 2 to 3 years you have always guided me to a profitable outcome. Thanks once again, Laurie.
Business response:
We're elated to hear about your positive experience with us, Laurie. Thank you for sharing your feedback.
Had discussions with Mark today with satisfactory output.
Business response:
Your feedback is incredibly valuable. Thank you for sharing your experience with us, Vin.
Frequently asked questions about Strategic Wealth Partners
How is Strategic Wealth Partners rated?
Strategic Wealth Partners has a 5 star rating with 54 reviews.
When is Strategic Wealth Partners open?
Strategic Wealth Partners is open now. It will close at 5:00 p.m.