About Me

Sandy has over 20 years of experience in financial services and established Strategic Planners in 2008.

Complex legislation, constantly changing rules and the fast pace of life means that many people suffer indecision about making the right financial decisions.

We work with clients to structure a plan that takes away this stress. Our purpose is to provide high quality, strategic financial advice to our clients, so that they achieve their goals and peace of mind.

Our practice values are:
- always putting our client's interests ahead of our own
- provide strategic advice that is sustainable over time
- do what we say we're going to do
- be authentic and transparent
- assist in educating our clients and staff, so they can make informed decisions
- to provide value for money, and outstanding service