Politis Investment Strategies is a leading financial advisory firm that prioritizes clients above all else. Since its establishment in 1999, the business has focused on providing tailored financial advice to help clients achieve their life goals and secure their financial future. With a comprehensive range of services including investments, technical advice, administration, and compliance, Politis Investment Strategies ensures that clients receive personalized and reliable guidance every step of the way.
Driven by a commitment to delivering exceptional outcomes for clients, Politis Investment Strategies has established itself as one of the top 50 licensees in Australia. The firm revolutionized the advice market by offering detailed financial advice and enabling clients to directly own their investments, setting a new standard for transparency and client-focused service. In response to market challenges such as the Global Financial Crisis, the business introduced innovative investment services like Managed Discretionary Accounts, allowing for swift responses to market changes and enhanced risk management.
Located in Newcastle, NSW, Politis Investment Strategies operates with a core philosophy of always acting in the best interests of clients. By empowering Authorised Representatives and extending advisory services to accountants, the firm has expanded its reach and reputation for delivering quality advice, attractive returns, and exceptional service. With a strong emphasis on building lasting client relationships and helping individuals live the life they desire, Politis Investment Strategies continues to be a trusted partner in financial planning and wealth management.