Strategy Financial Consulting is a distinguished financial advisory firm based in Port Macquarie, NSW. Established in 2006, the company operates as an Authorised Representative of Avalonfs Pty Ltd, offering high-level financial advice to clients along the east coast of Australia. Led by founder Glen Killen, who boasts over 25 years of experience in the finance sector, the firm specializes in creating tailored strategies focused on generating passive income to facilitate a comfortable retirement for their clients.
At Strategy Financial Consulting, the core philosophy revolves around the belief that a lack of passive income is the primary obstacle preventing individuals from retiring securely. The firm prides itself on deviating from conventional financial planning practices, aiming to deliver unique solutions that prioritize client needs and goals. By leveraging various entities and tax structures, Strategy Financial Consulting ensures optimal outcomes for their clients, emphasizing a personalized approach to financial planning that sets them apart from traditional industry standards.
Unlike many financial planning firms, Strategy Financial Consulting does not adhere to the common practice of charging fees based on a percentage of Funds Under Advice (FUA). Instead, the firm agrees upon a set fee with clients, determined by the scope of work and services provided, as well as any third-party costs incurred. While this approach may result in higher fees for clients with smaller investments, it offers significant cost savings for those with larger portfolios, making their services accessible to a wide range of individuals seeking innovative and effective financial guidance.