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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 |
Great Thank you.
SWP are always eager to answer questions I might have and the recent negotiation with DNR to reduce our costs is due to Paul and his team.
Bright, cheerful, and on the ball. Thank you for your assistance.
Business response:
Hi, Jay. Thanks for taking the time to share your positive experience. We truly appreciate it!
As clients since 2008, we have been more than happy with Paul’s expertise & professionalism. Just recently we had a worrying experience with Centrelink. Both Paul, along with the girls at the desk, worked diligently until the issue was resolved. We are very grateful and satisfied customers!! Thanks so much! Barrie & Margaret Cousin.
Once again Paul clearly spelled out our present portfolio. He explained each area of our investments so that we were able to understand where we are at in the current volatile market place. Our son and Financial Power of Attorney accompanied us and was able to make notes on our behalf of some beneficial action we should take as pensioners. Many thanks Paul.
Mark takes all the worry out of my financial requirements allowing me to enjoy life. Thanks Mark and staff.
Very efficient and excellent service. Mark discussed the options with me and then Cynthia made sure the necessary paperwork was completed and submitted.
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.