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About Stirling Partners Financial Solutions

HOLISTIC PLANNING 
What's your vision for the future? At Stirling Partners Financial Solutions we help bring your vision to life, with a holistic financial plan structured around your aspirations for yourself and your family. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future. From there we develop tailored strategies to help you get to where you need to be, so you can enjoy life and be confident that your financial security is in good hands.

HIGH QUALITY ADVICE

In today's uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you've worked so hard to build. At Stirling Partners Financial Solutions we deliver high quality advice by combining the best research, the best people and the best strategies to help you build on your success. We're serious about providing quality advice that's in your best interest.


As members of the Godfrey Pembroke network, we're supported by one of Australia's largest financial groups. That means we can bring you specialist insights and opportunities from across the group, including:

  • Institutional calibre asset allocation from JANA.

  • Customised portfolios from ThreeSixty.

  • Independent research from Lonsec, Zenith and Morningstar.

  • Economic analysis and market insights from NAB and JBWere.


EXPERIENCE

We have many years of experience helping affluent Australians grow and protect their wealth through changing economic cycles and in a variety of different market conditions. So whether you're looking to maximise returns in a volatile market, secure a comfortable lifestyle in retirement or simply invest more tax effectively, we can help you enjoy life today while building wealth for tomorrow.


HIGH NET WEALTH SPECIALIST

Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most of your growing wealth and safeguard the prosperity you've worked so hard to create.


At Stirling Partners Financial Solutions, we specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments.


LEADING LICENSEE

We are licensed by Godfrey Pembroke and choose to partner with them to benefit from the support they offer in relation to investment research, ongoing training, compliance and marketing. We adhere to Godfrey Pembroke's rigorous standards for education and training, and are regularly assessed against them, ensuring you receive the highest quality of advice.  


We believe the best financial plans come from having a long-term partnership with a financial advice specialist that you have complete confidence in. Many of our financial advice specialists hold specialist expertise in areas such as self-managed superannuation, retirement, direct investments and business succession. They also work with tax, legal and estate planning experts to service clients with more complex needs.


We ensure all our advisers are members of the Financial Planning Association (FPA) and we encourage them to attain the Certified Financial Planner (CFP) qualification, being the highest possible level of certification.


FEE FOR ADVICE

Godfrey Pembroke was the industry leader for the "fee for advice" model. In 2006, the group led the industry in introducing a transparent fee-for-advice model. When you engage us, we'll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval. And we never take commissions on investment products from the financial institutions that provide them.