About

Platinum Strategies

Premium Financial Planning for Life

Platinum Strategies is an Adelaide-based financial planning firm serving the needs of corporate executives, business leaders and highly trained professionals. We understand the financial complexities of high-net-worth individuals and our collective expertise will simplify your journey from wealth accumulation to retirement. Our expert advisers act with purpose to deliver trusted and transparent advice designed to achieve optimum outcomes.

A Relationship-Driven Approach

At Platinum Strategies, we are committed to building long-term relationships with our clients. We are the trusted stewards of your financial security. Our client-first approach gives us a deep understanding of your objectives, enabling us to guide your wealth decisions with prudent and personalised advice.

The Value of Independence

As a fee-for-service firm, we don’t receive commissions on the products we recommend. We are uninhibited by the constraints of proprietary products, meaning we can focus solely on our clients’ specific needs. With no conflict of interest or obligation to corporate objectives, you will receive sound independent advice and personalised care.

A Truly Bespoke Solution

At Platinum Strategies, we do more than manage your investments. We examine and forecast every aspect of your financial life, including your lifestyle goals, retirement plans, wealth transfer, and financial structuring. Our comprehensive solutions are developed through disciplined analysis and research and tailored to meet your specific needs.

The Power of Trusted Advice

We value honesty, integrity and trust above all else. We are transparent about our advice, making sure you understand our philosophy and remain in charge of all final decisions. We break down complex ideas to bring clarity to your financial life. With our trusted personalised advice, you will have confidence at every step along your wealth management path.

An Industry-Leading Practice

At Platinum Strategies, we take pride in our reputation as experienced and ethical industry leaders and innovators. We strive to stay ahead of our competitors, often making forward-thinking changes before the rest of the industry. We focus on maintaining the highest compliance standards and introducing technological advances that lead the field in customer experience.

Our Story

We provide premium financial planning and wealth management services through lifelong relationships and a client-focused culture. Incorporated as a financial planning firm in 1997, we have been based in Adelaide, South Australia since 1993. We service executive and professional clients across Australia and into South East Asia.

Our team of experienced advisors is supported by a proactive and knowledgeable client service management team. Our people embody our culture of putting our clients’ interests first in every aspect of our service provision:

As part of the dealer group, Millennium3, we have access to the latest resources and technology from one of the fasting growing dealer groups in Australia.

Awards

Our long list of awards includes:

  • Independent Financial Advisor Magazine’s Top 10 Best Financial Planning Practices in Australia
  • Millennium3 Financial Services South Australian Practice of The Year 2011, 2012 & 2014
  • Millennium3 Financial Services Professionalism Award – National Winner 2014, 2015, 2016 & 2017, Finalist 2018
  • Millennium3 Financial Services Galaxy of Stars 2012, 2014, 2015, 2016 & 2017
  • Millennium3 Business Excellence & Innovation – National Winner 2016, Finalist 2017
  • Millennium3 Risk Adviser of the Year – State Winner 2017, State Finalist 2018

With a reputation for excellence and a history of successful outcomes, Platinum Strategies is one of Adelaide’s most trusted and admired financial planning firms.

 

Disclaimer
The information on this website pertains to Australian Residents only. Platinum Strategies Pty Ltd is a Corporate Authorised Representative of Millennium Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services Licences – Licence Number 244252 – 7/50 Borthwick Avenue, Murarrie Qld 4172. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.

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