Create, Enjoy, Protect


Strata Financial Limited

Create, Enjoy, Protect

We are independent Financial Planners, investment and business advisers. We exist to help our clients identify, achieve and maintain their desired lifestyle - whatever happens.

We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach. Since we were established in September 2000 we have been totally committed to providing independent financial advice to business owners, members of the professions and private clients.




Creating a plan together

We believe that by creating a plan together - in writing and in pictures - all our clients are safe in the knowledge that they are financially well organised, can handle most of what life throws at them and will enjoy the lifestyle they imagine.




Understanding our clients' most genuine goals

Having a deep desire to understand what our clients genuinely want in their lives and what their most cherished objectives and values are means we can help bring real meaning to how they use their money.




Consider our approach

We invite you to consider if our approach would be helpful to you and if you think so, to contact us. We hope it is refreshing to know that everything we do is focused entirely on the ongoing achievement of our clients' ambitions.




Building up a good relationship

In an ever changing world our clients remain in contact with a small familiar team where long term relationships are developed based upon an understanding of our clients' special needs and preferences.




We exist to help our clients identify, achieve and maintain their desired lifestyle - whatever happens