PROACTIVE, NOT REACTIVE
Innovative, creative ideas are backed by the highest level of skill and knowledge. There is no waffle or jargon – we aim to deliver all advice in plain English. And an ongoing relationship means that we could help make your personal and financial future wealthier and more secure.
Our comprehensive planning process is designed to identify the areas from where you can gain the most reward, whilst fully protecting your assets.
There are a whole host of opportunities to take advantage of, but only if you approach the financial planning process with a creative and proactive outlook. And that is where we can help.
THE BIGGER PICTURE
At Strata Financial Resourcing Ltd we are totally committed to protecting the wealth of our clients to its fullest potential in the first instance. We like to look at the bigger picture and are therefore able to help with investment opportunities and long-term strategies.
We believe in forward planning, including exit planning. It is easy to get wrapped up in the day-to-day, month to month and year-to-year running of your finances. Yet views and plans can change, and we can help you make sure you have accommodated for this.
We offer the traditional financial planning opportunities that you may expect. Yet, we can also provide more creative, less mainstream opportunities via a network of professionals who specialise and excel in different areas.
WORKING WITH US
We believe that good groundwork forms the foundations for a good relationship.
The first meeting is conducted at our expense and entirely without obligation on either side. Until we get to know your needs fully, we can’t be 100% sure that we’ll be able to work together.
Following the initial meeting we can then decide how to take things forward and prioritise what needs doing first. If you decide to go ahead, we will assess the meetings, provide recommendations and carry our regular reviews where necessary. Essentially, whatever it takes to get things right for you.
Once we have established that we can be of service, we always aim to be extremely flexible. We can deal with single transactions as well as offering a range of membership programmes to ensure consistent planning. As always, it’s about what works best for you.