Client Testimonials
Read what our clients have to say about Strategic Wealth:
"We have been retired for 5 years relying heavily on our Super Funds to deliver a comfortable and worry free lifestyle.
Our personal circumstances changed dramatically due to major health challenges 5 years ago. Godfrey Pembroke not only restructured our fund to match our new circumstances they offered outstanding personal advice that proved financially invaluable.
Asked for one word to describe the team at Strategic Wealth – “Trust” a vital ingredient for the management of our funds now and into the future. We have been with Godfrey Pembroke for over 20 years and with Peter Wilson, Adrian Vidotto and Strategic Wealth for over 10 years.
Adrian is a Collingwood supporter making weekly conversations that much more interesting. "
Ray and Dee Webb
(Retired Automotive Marketing Director and fanatical Magpie supporters)
(April 2010)
"As a self funded retiree who does not wish to spend retirement closely managing superannuation funds, committing this task to Strategic Wealth has provided an excellent alternative. Along with the recommendation of a managed funds portfolio, advice is given on a regular basis. The cornerstone of this process is an annual strategy meeting where overall portfolio performance is reviewed in detail and goals structured for the next 12 month period. This is supplemented throughout the year with continuous advice when market dynamics change or specific opportunities arise.
Of particular importance in my situation has been the constant focus and consideration of the taxation implications associated with the strategies employed. This is an area which seems to be getting evermore complex and has resulted in considerable savings.
I have been with Strategic Wealth for nearly seven years, and I would have no hesitation in recommending Peter Wilson and his Team."
Terry Roberts
(Retired Oil Company Executive)
(April 2010)
"By way of background we have been expats for 15 years living in Mexico, the UK & the US. During that time our Australian financial affairs and retirement planning have been handled most proficiently by Peter & his team.
It is very easy to underestimate the complexity and needs for preparing for the next stage in your lives and Peter has been superb in providing advice and managing our affairs including estate planning and investment portfolios. More recently the repatriation of our Superannuation accumulated overseas has been incredibly complex and without Peter’s counsel we would not have been able to achieve this in a tax efficient and timely manner. I have no hesitation in recommending Peter to prospective clients."
Paul Parsonson
(Formerly SVP Finance - GlaxoSmithKline)
(April 2010)
