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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 |
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.
very good report
Business response:
Your review is appreciated. Thank you for sharing your feedback with us.
I asked for help and your response was great.
Business response:
Thank you for reaching out, Fred. We're glad we could help.
It took me three goes after my retirement in 2000 to find a great financial advisor who has maintained my capital despite my regular "annuity pension" and some hefty cash draw downs over the years. I don't think I could have been in better hands.
Business response:
We greatly appreciate your positive feedback, Mick. Thank you for sharing your experience with us.
we find everyone at Strategic very helpful and friendly.and the service is very efficient
The dialogue was refreshing, so yes it was informative & easy to understand. Well done you!
Frequently asked questions about Strategic Wealth Partners
How is Strategic Wealth Partners rated?
Strategic Wealth Partners has a 5 star rating with 49 reviews.
When is Strategic Wealth Partners open?
Strategic Wealth Partners is closed now. It will open at 9:00 a.m.