Stratus Financial Group in Brisbane has provided us with a huge range of effective financial advice that covers so many factors of our life. Many of these areas extended past what we thought we would ever need. However, with my husband being diagnosed with terminal cancer, we have realised how beneficial the advice and covers put in place for our family has been. There is no area of our life untouched by this diagnosis and we are incredibly grateful to Stratus for having the strategic foresight and knowledge to have provided such a beneficial suite of protection and advice. This has given us the freedom to focus on spending time together knowing that our family is and will continue to be financially secure into the future. During this very difficult time, Stratus staff and associates have been amazingly supportive of us, as financial advisers and as kind and genuine people
Brett was able to provide me with the initial advice we sought. However, in his initial work with us he presented a picture of our situation. This was the first time anyone had ever really understood our position enough to present a succinct picture of our total position on one page.
We value our regular reviews and having a relationship built on trust, with Brett. This enables us to concentrate on our priorities in life and do the things we are good at.
From a client perspective, we feel like our needs are paramount and James never fails to deliver in a timely and professional manner, and always with our best interests in front of mind.
The depth of experience and collective knowledge of the Stratus Financial Group’s Brisbane team literally changed our life. Since engaging Brett and his team to provide investment and risk management advice our situation changed dramatically with news of a terminal illness, but Stratus had put in place a bundle of insurance and investment products that could evolve with our needs and has us well placed for continued financial security in early retirement. Where we needed assistance that was outside of the Stratus capability, such as estate planning or legal support, Stratus coordinated the external resources we needed and integrated everything to make it as easy as possible to manage our affairs at a difficult time.