Greg Strachan, CFP®
Wealth Manager
B.AgMan (Hons)
SAIFM Agricultural Trader
PG Dip Financial Planning
CFP
I am passionate about relationships and adding value in people’s lives. Ultra-Running and adventure inspires me to think bigger and differently. My skills in Wealth Management and Financial Planning allow me to wrap it all together in creating a meaningful long term experience for my clients.
What I love most about my job
I am passionate about relationships and adding value in people’s lives. Giving business owners and retirees confidence in how much wealth is enough and seeing them maximise their lifestyle!
Specialist areas of expertise, both locally & offshore
Corporate Treasury Management
Pre-and Post-Retirement Planning
Holistic Financial Planning
Estate and Legacy Planning
Business Exit Strategies
Business Assurance Planning
Business Assurance Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.