Strategiq Wealth

About Strategiq Wealth

We’re an OVER 50s SPECIALIST helping people to RETIRE BETTER. Importantly, we are very different to most financial planning firms in Australia. 1. TRULY INDEPENDENT We are certified independent with zero conflicts of interest. That means we don't have any connection to product providers or accept any conflicted remuneration. Unfortunately, less than 1% of financial planners can legally describe themselves as independent. That means that 99% of advisers are trying to pretend they don’t have conflicts of interest. Founder and principal adviser Craig Meathrel is a member of the Profession of Independent Financial Advisers that promotes independent advice. 2. RECOMMEND INDUSTRY SUPER FUNDS We do the opposite of most advisers. When it comes to superannuation advice, we mostly recommend high performing industry funds rather than direct clients into higher-cost, adviser driven platforms to trap client money. 3. GOAL ACHIEVABILITY & STRATEGIQ LIFETIME MODELLING Will you have enough to retire and live well? Can you achieve your financial and lifestyle goals? These questions can be answered through our Strategiq Lifetime Modelling tool that can test multiple life scenarios. Clients tell us this helps them make life decisions and delivers real peace of mind. 4. THE RETIRE BETTER PATHWAY Our unique multi-stage advice process is collaborative, and clients are key participants in the financial planning process. This results in a highly individualised financial plan that aligns closely to clients’ objectives and increases the probability of clients achieving a better retirement. 6. SIMPLICITY DRIVES SUCCESS Many advisers make investment recommendations more complex to justify their existence and charge higher fees. Our recommendations strive to reduce financial complexity to improve effectiveness and certainty.

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