About Us
OUR VALUES INCLUDE:
- Always putting our client’s interests ahead of our own
- Providing strategic advice that is sustainable over time
- Do what we say we’re going to do
- Be authentic and transparent
- Assist in educating our clients so they can make informed decisions
- To provide value for money and outstanding service
Strategic Planners Pty Ltd is a Corporate Authorised Representative of Matrix
Corporate Authorised Representative Number: 330214.
Australian Business Number: 18 452 017 010.
OUR TEAM
Sandra Hopps
Stuart Southey
Senior Adviser
Shirley McPherson
Paraplanner and Practice Manager
Terry Wong
Client and Adviser Support Officer
OUR ADVISERS
Sandra Hopps
Sandy has had over 20 years in the financial planning industry and strives to provide professional financial advice, technical expertise and excellent client service. Sandy is a Certified Financial Planner, an internationally recognised qualification accepted for having the highest education and ethical standards in financial planning.
Her aim is to remove the complexities around financial advice for her clients, so they have peace of mind.
Sandy is married to Cameron and they have 2 beautiful boys, Hamish and Jack. Sandy loves spending quality time with her family.
Stuart Southey
Stuart has nearly 20 years of experience as a financial adviser and works closely with clients who have a desire to create and grow their wealth and clients who want to transition to a post work life with more time for family, leisure, and travel.
Holding a Master of Financial Planning, Stuart’s experience in planning is enhanced with his technical knowledge, as well as his expertise in managing client relationships.
Shirley McPherson
Shirley works with Sandy on the technical side of the business and helps with putting together the reports and forms required to carry out our technical advice.
Shirley has a high level of strategic advice and organisational skills, ensuring our practice maintains our high standard of service.
Shirley has worked in the financial services industry since 1983, and we are lucky to have her vast experience in our business.
Terry Wong
Terry has worked in the financial services industry for almost 10 years, having worked in banking and financial planning roles.
Terry will be the friendly voice on the phone when booking appointments, and smiling face in reception. She will often be the contact sending you the various documents and forms required to ensure your planning needs are kept on track.
Community Involvement
We sponsor horses for our local Riding for the Disabled
Money is not everything. The team at Strategic Planners get a lot of joy from Bob and Hazel and in helping our local community.
What Our Clients Say
Denise
“Sandy has helped me with tailored financial advice which has consistently achieved positive results over many years. She has helped me plan for the future, giving me peace of mind. Sandy her team provide very personal and client focused services and nothing is too much trouble for them.”
Debbie
“I have been a client of Sandy’s for many years and have found her very helpful. I now feel confident about my retirement.”
Donna
“At our first meeting some years ago, it was Sandy’s warmth, professionalism, and welcoming manner that gave me a sense of trust and respect for her, which I still have to this day. Sandy has a great love and passion for her work, along with a depth of knowledge, lateral thinking, common sense and sound financial advice. Due to her advice, we are now able to enjoy our retirement years. I would highly recommend Sandy Hopps and her dedicated team.”
Frank
“Well worth the effort to see Sandy. I now have a plan and feel more confident with where I’m going.”
Pauline and Gary
“Sandy has strong technical knowledge and couldn’t be more ethical. We immediately warmed to her family first philosophy and the understanding that while money is important, choices and quality of life are just as important. She has gone above and beyond to ensure the best outcome for us. Her team have the same dedication to customer service and always strive to help in any way they can.”
At Strategic Planners we help people just like you with questions like these:
- Where is the money going and how can we manage ‘smarter’?
- Can we send the kids to private school?
- Can we buy an investment property?
- What about working less/going part time?
- How can we save for a home deposit?
- Can we have the house we want?
- Do we go round the world on a cruise or see Australia buy caravan?
- Are our investment properties working for us?
- How can we help our kids get ahead?
- When can we retire?
- How can we repay the mortgage sooner?
- Should we move or renovate?
- If one of us has as career break, will we be okay?
- What if we retired earlier?
