Platinum Strategies is a forward thinking Adelaide-based financial services firm offering holistic financial advice.
We are committed to helping you realise your financial goals using up to date technology and delivery platforms.
We’ll work with you to identify opportunities that maximise your position, and provide down-to-earth, appropriate and concise advice.
Our skilled advisers will guide you through the ever-changing environment of investment, superannuation and personal insurance.
Our holistic approach includes but is not limited to:
• Financial Planning
• Risk Management
• Self-Managed Superannuation Funds (SMSFs)
• Aged Care Strategies
• Cash Flow management and Budgeting
• Claims Management
A testament to its service, Platinum Strategies has been voted in the top 10 best financial planning practices in Australia by Independent Financial Adviser Magazine. We have since won numerous other awards for our level of service, including:
• Millennium3 Financial Services South Australian Practice Of The Year 2011, 2012, 2014 & 2016
• Millennium3 Financial Services Professionalism Award – National Winner 2014, 2015 & 2016
• Millennium3 Financial Services Galaxy of Stars 2012, 2014, 2015 & 2016
If you are looking for financial guidance from a firm that drives the industry, rather than follows, Platinum Strategies has the resources and expertise to deliver.
The advisers of the firm are members of various industry bodies and associations which govern our professionalism. Those associations being FPA, AFA & SMSF.
"I appreciate the personalised, professional advice Platinum Strategies provides. I feel comfortable investing in your recommendations knowing my money is working for me and this gives me peace of mind."
– D Metti (Business Owner)
Company Details
- Employees
- 5
- Founded
- -
- Address
- Suite 6, Level 2, 148 Greenhill Rd,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- platinumstrategies.com.au
- Keywords
- Holistic Financial Advice, SMSF, Risk Management, Cash Flow & Budgeting, Aged Care, Claims Management.
- HQ
- Parkside, SA
Platinum Strategies Questions
Platinum Strategies's website is platinumstrategies.com.au
Platinum Strategies's LinkedIn profile is https://au.linkedin.com/company/platinum-strategies
Platinum Strategies has
5 employees.
View email and phone details for 5
employees at Platinum Strategies.
Platinum Strategies's industry is
Financial Services
Platinum Strategies's top competitors are
Calder Wealth Management,
Select Advice Financial Planning,
Bellwether Wealth Strategists,
Sherrin Partners,
Mba Financial Strategists Pty Ltd,
Plansure,
Midsec Financial Advisors,
Eclipse Wealth Management,
Proxima Financial Planning,
Roam Films.
Platinum Strategies's categories are Financial Services
Platinum Strategies's founding year is 1997
