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Welcome to Stratogen

Stratogen Financial Planning is part of the Stratogen Group which includes Stratogen Accountants. In addition to these "inhouse" relationships, we also have relationships with other accounting firms on the Sunshine Coast and in Mount Isa that we visit and work with on a regular basis.

The business originally traded as Professional Investment Services, Noosa and was launched in 1992 by Peter McWilliam. Peter retired in 2006 after recruiting Rob O’Donnell to take the reins.

The business motto has always been “Commonsense Advice You Can Understand” and this continues to apply. Financial Planning and Investments are for the most part pretty straight forward so long as you can cut through the jargon that most people are prone to using. Working with accountants and business clients we see some pretty interesting things but at the end of the day it is important to understand what people want to achieve, put the right structures in place with the long term in mind and only then think about the investments and other products to deliver on those goals.

Our clients come from far and wide. We deal with local businesses, long time locals, retirees who've grown tired of dealing with a Sydney or Melbourne accountant and we give advice in a broad range of areas.

Welcome.

 

 

 

 

 

 

 

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