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.
(07) 4639 4666
info@strategicplanners.com.au
Clifford Chambers, Suite 4
120 Russell Street
Toowoomba QLD 4350
OUR TEAM
Sandra Hopps
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.
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 Ace and Hazel and in helping our local community.
What Our Clients Say
Yasmine
“Hey Sandy I just wanted to say a huge thankyou to you and your wonderful team for everything you have done for Shane and I. We certainly wouldn’t be in this position where we are now without your guidance and advice so grateful to you and looking forward to many years to come with you by our side 😘.”
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.”
Lesley
“Sandy has been monitoring my financial situation for the past 9 years and one of the many things she is excellent at is keeping up to date with any changes to legislation that affects her clients. She takes time to know you and your family situation so that she has a wholistic picture of your situation. If there are any changes that will impact you she will contact you to discuss within a short timeframe.
Sandy has been a wonderful steady influence for me over the past 9 years, she took me on as a client and has given me sound advice throughout the years, making sure I have been fully informed of the choices available. Despite the turbulent status of the stock market over these years Sandy’s advice has been based on current information available.
Sandy actually cares about her clients and after all these years I think of her not only as someone who is very important to me on a financial basis but more importantly as a friend.
I would highly recommend her and her support team.”
Wendy
“Thank you so much to you and your staff for everything that you’ve done for me over the years. I probably wouldn’t be sitting here sipping champagne enjoying the sights of Japan if it wasn’t for you. Thanks again.”
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?
