Strategiq Wealth
Financial Services - Adelaide, South Australia, Australia
Strategiq Wealth Employees
Craig Meathrel
Director | Retirement Strategist | Independent Certified Financial Planner
Strategiq Wealth Details
Our FocusStrategiq Wealth only works with a select group of people. It focuses on working with people who are typically up to 15 years from retirement who are serious about working alongside a professional that does proper financial planning, built on a foundation of goals and evidence-based strategy. This focus was born out of our frustration of seeing people getting closer to retirement that weren't maximising all the opportunities available to them. This was holding them back from achieving, and then living the good life in retirement. To deliver the results our clients desire, we developed the Retire Well Blueprint that provides the framework for helping clients get on the right path to their ideal retirement. It was designed to give them a 10 level of confidence that regardless of markets, the economy, or the world, they will achieve their goals.Our Difference & Why We ExistStrategiq Wealth is not your normal financial planning firm. It was established by Craig Meathrel to be a force for good in personal financial advice. While Craig prefers to focus on looking after clients rather than creating businesses, he ultimately decided that the only way to do the right thing was to start a firm that was built on the values he felt should be the basis of an ideal financial planning firm. In simple terms, a firm that gave the kind of financial advice you would give a treasured person in your life; simple and effective; built on strategy, not products; designed to achieve the life goals of clients, not anyone else's objectives.Having worked with hundreds of clients over many years, Craig found he had a passion for working with people getting closer to retirement. Especially those people who wanted certainty about how well they will live in retirement. Craig is now one of less than 100 financial advisers nationwide to be granted membership of the Profession of Independent Financial Advisers, the peak ethics-based financial planning association in Australia.
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