Strategic Growth is an Australian-based consultancy that helps financial advisors to create world class financial advice businesses, one business at a time.

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Here to help you to succeed

Grow your business with confidence

We address your most difficult business obstacles by challenging your thinking and creatively developing workable solutions to your business growth, first strategically and then operationally. Holistic in nature we focus on personal and professional development, leadership skills, mindset, behaviour and business processes. But challenging your existing ideas and the status quo is not easy. Nothing that is worthwhile doing is going to be easy.

Overcoming what’s difficult makes us better people, leaders, partners, parents, friends, siblings and strategists of our clients’ futures.
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How we help you get there

Like all things difficult, we will achieve more if we are not alone. You need the right people helping you to stay focused on your highest point of contribution.

Strategic Growth helps entrepreneurial financial Advisers to do what’s difficult, to love the journey towards success and to live the life they deserve—for themselves, their families, their teams, and their clients.

Advisory

  • Provide expertise and solutions
  • Trusted advisor to the business board
  • CEO of an advice business
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Discovery

  • Craft a bespoke business strategy
  • Align business objectives with your personal life
  • Holistic understanding of your current situation
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Coaching

  • Innovate faster
  • Find better solutions
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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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