Strategic Growth is an Australian-based consultancy working with successful families and business owners

We help you define where you're heading in life - personally, professionally, generationally - and apply a risk management lens to support your journey.

Grow with clarity and confidence

We help you tackle complex business and family challenges by bringing fresh perspective, strategic thinking, and practical solutions. Our approach blends personal and professional development with leadership, mindset, and governance - focusing on what matters most to you.

Progress is challenging. We’re here to help you navigate it with confidence.

Overcoming challenges shapes us - as leaders, parents, partners, and people - it’s how we grow and guide the next generation forward.

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How we help you get there

Lives of significance are rarely achieved alone. We all need the right people around us - those who help us stay focused on our highest point of contribution.

Strategic Growth helps entrepreneurial families to do what’s difficult, to love the journey towards your idea of success and allow your families to flourish - most of all, we give your families time!

None of us get a second chance at how we spend our time.

Advisory

Trusted Advisor to Family Board.
CEO of a professional family.
Collaborate with other professionals to create one strategy.

Learn more

Discovery

Holistic understanding of your career, business, and family.
Articulate what’s most important to you and your family.
Align business and professional objectives with family life.

Coaching

Focus on what matters most.
Challenge assumptions and sharpen direction.
Think strategically while navigating complexity.

Learn more

Stephen is a first-class financial planner who has a strong focus on client service. He has a clear goal of making sure his clients can enjoy the best possible future by advising and guiding them to ensure their financial position is strong. I have no hesitation in recommending Stephen.

Steve, Board Chair

Stephen impressed from the start as a financial planner with integrity. His advice saved me in 2007 from being a victim of the GFC and ever since he has worked with me to set up a secure financial future - I'm not there yet but I'm on my way. I have no hesitation in recommending him.

Sandy, Executive Coach

I was introduced to Stephen by a mutual contact who spoke very highly of him and we have found him to live up to these accolades due to his genuineness and knowledge. Having never previously seen a Financial Adviser, Stephen really took the time to understand our personal goals and provided sound advice in alignment with these. I would not hesitate to recommend Stephen to others.

Lisa, Senior Manager Talent & Culture

Stephen is passionate about providing quality financial planning advice. He is commercially minded and compassionate in his approach to serving clients. He takes his time to understand exactly what his clients are trying to achieve in their financial lives, then sets about delivering tailored solutions to meet those goals of his clients. It has been a pleasure working with him and I recommend professionals and business owners who are getting serious about planning their lives to take some time to meet with him to see a true professional at work.

Alan, Principal Solicitor

Since moving to Australia, we've found Stephen invaluable in guiding our financial decisions. Starting with the core elements of super and insurance, through financing our home purchase and school fees to some interesting options for investments. Stephen has always spent time getting to know us and our current and future life ambitions to ensure his advice is most useful.

Clare, Head of Risk

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Our latest insights

Creating a “Trust Bridge” – From one ideal client to the next

8 Oct 2024 | Tips

The best clients are often those who aren’t actively seeking financial advice but can be reached through trusted personal introductions, leveraging the advocacy of raving fans to build deeper, trust-based relationships.

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Will the last 3 months of 2024 be your best ever?

18 Sep 2024 | Tips

Approaching the final quarter of 2024, Financial Advisers face the challenge of balancing immediate pressures with long-term gains, highlighting the importance of strategic planning to finish the year strong and set a positive tone for the future.

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