EDUCATION.
EDUCATION SERVICES
At Strategic Finance SA, we are passionate about educating through every phase for our client and providing holistic finance solutions for our clients to have one professional in their corner for life. We have seen first-hand the impact of fear-based and emotional driven decisions can have on clients when they have not been appropriately educated to decern what is best for them.
We understand that navigating the complexities of finance can be daunting, especially with ever-changing market dynamics and regulations. That's why we go above and beyond to provide our clients with comprehensive educational resources and holistic services. From articles and guides covering various financial topics to interactive tools and educational resources, we strive to equip our clients with the information they need to make informed decisions about their finances not just now but for their future.
Ultimately, our goal is to simplify finance and empower our clients to take control of their financial futures. By prioritising client education, we aim to build lasting relationships based on trust, transparency, and shared knowledge, ensuring that our clients are well-equipped to achieve their financial objectives with confidence.
Client Education
Client education is essential and a key focus at Strategic Finance SA. We recognise the significance of informed decision-making especially when it comes to financial matters. That's why we are dedicated to providing comprehensive educational resources and services to our clients. We believe that understanding the intricacies of finance is crucial and developing the foundations is our focus.
Our commitment to client education means that we not only offer personalised advice but also empower our clients with the knowledge needed to navigate the financial landscape confidently themselves.
“we don’t just facilitate, we educate”.
Schooling Education
We are moving closer towards a cashless society, whereby money is no longer tangible and difficult for children to understand and learn the value of money. On this basis, we are passionate about providing the education required and actively engage with primary and secondary schools to deliver financial literacy programs.
This is to ensure our next generation understand the concepts around money and how to manage responsibly, prior to entering early adulthood.
Our primary goal is to instil foundational financial skills, such as budgeting, saving, investing and basic debt dynamics.
Industry Professional Education
We are passionate about supporting upcoming Finance Brokers in the industry, integrating industry experience, continuous education support and compliance monitoring through our Broker Mentorship Program. In addition to this, offering updated finance insight and support for third party professionals such as Accounting Firms, Financial Planning and Real Estate Agents to ensure they can leverage any changes and stay ahead for our mutual clients.
We work closely with these professions as a collaborative effort for our clients therefore we invest in supporting these industries with insight and updates within the finance industry to ensure they have general knowledge and updates that can further assist them on an overall advice piece for their business and service offering. Our focus is client experience and optimal advice, always.