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Strategic Financial Solutions

Strategic Financial Solutions

4.6(53 reviews)See reviews ↓·Melbourne

About the company

Strategic Financial Solutions is a financial planning practice founded in 1995 by Kay Aarons, who is a Director and Financial Adviser. The firm is a female-led practice and has operated in Melbourne for over 25 years, with 30 years of proven financial expertise. It is self-licensed, holding its own Australian Financial Services Licence, and is not attached to any bank or other financial institution.

Directors include Kay Aarons and Paul Jones, with Ben Walvisch as Senior Financial Adviser, Peter Kenyon as Financial Adviser and Aged Care Specialist, Zac Yap as Provisional Financial Adviser, and Gina Zammit as Accounts Manager. Services include wealth creation, cash flow management, retirement planning, debt management, investment service, and insurance and income protection. The firm has specialists in retirement, aged care, estate planning, tax planning, and SMSF advice strategies. Many team members hold Certified Financial Planner qualifications, and the team is fully qualified and regularly completes further education.

What customers say

Based on genuine customer reviews

Superannuation portfolio management sits at the centre of what clients describe about Strategic Financial Solutions in South Melbourne. Peter Kenyon is named repeatedly as an adviser who explains financial matters in plain terminology, giving confidence to people who admit they are inexperienced in this area. Ben and Zac attract similar praise for enthusiasm, friendliness and prompt follow-up on questions. A theme running through the feedback is the active handling of investments, with options weighed against each client's risk appetite and holdings adjusted ahead of market downturns, an approach credited with steady performance through past volatility.

Clients frequently note the personal interest taken in them, including regular updates, twice-yearly reviews and advice whenever questions arise, delivered at the city office, at home or online. Those moving into retirement describe feeling secure in expert hands, and several have referred friends to the practice. Long-standing relationships stretch across decades, with one client of roughly thirty years citing the firm's financial insight, while another trusts the team to weather any market storm. The work most often discussed remains superannuation account management and broader investment advice.

Investment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

TP
Test Playwright31 July 2026

This was one of the worst experiences my family has ever had. We were left feeling completely let down at a time when compassion, honesty, and professionalism mattered most. Also caretaker of the property like gardener, person who cleans the house was not paid weekly. Neighbours kept complaining but Kay totally ignored everyone and kept a heft amount. From my perspective, there was a serious lack of transparency in how matters were handled, and I felt my father's wellbeing was not given the priority it deserved while he was in hospital. I was also deeply disappointed by what I saw as a failure to properly maintain his property despite the resources that I believed were available. The entire experience left me with a complete loss of trust. I would never use their services again or recommend them to anyone. If you are considering this business, I strongly encourage you to ask detailed questions, keep thorough records, and seek independent advice before making any important decisions.

PD
Pat Douglas12 June 2026

Always so helpful and such a pleasure doing business with both Ben and Zac. Always so friendly and knowledgeable. the whole team are great.

AH
Adrian Harvey7 April 2026

SFS have been incredible in helping me secure my financial future in retirement. Highly recommended!

EM
Eugene Marin9 November 2025

The Team at Strategic Financial Solutions support me with their valuable knowledge to grow the necessary wealth required for my retirement. I have been with the company now for approximately 30 years so believe in their vision and financial insight. Extremely satisfied.

C
Chris27 October 2025

I have been dealing with with Peter from SFS since 2017. Peter has extensive knowledge about investing and is very thorough when explaining financial matters to people who need someone to trust with their investment dollars. I feel he and SFS take quite a personal interest in their clients and are always keeping me updated and are happy to assist on any financial matters when the need arises. The bi annual updates / meetings regarding the status of your investments are extensive and informative. I would recommend SFS to anyone who needs professional guidance and management of their investment dollars.

AP
Ausvex PR22 October 2025

We have benefited from the truly attentive and professional service from Peter Kenyon and the team at Strategic Financial Solutions for many years. Their people are knowledgeable and experts in their field, genuine and make strenuous efforts on behalf of their clients and are accessible when needed. Above all, Strategic Financial Solutions have delivered us careful and productive financial custodianship of our investment and other financial matters beyond our expectations. We would absolutely recommended Peter and the SFS team to anyone looking for an outstanding financial planner.

JP
Jonathan Peck22 October 2025

The guys at SFS manage our investments very actively and review our options against our risk appetite continually. Other fund mgrs say they do that, SFS actually does. They have a great knack for anticipating events and potential impacts, always hedging cleverly well in advance of downturns, and choosing growth opportunities wisely. This is reflected in the excellent performance of our superannuation portfolio through the GFC, the tech bubble and the decades before and after. Apart from that they are totally approachable people, caring and responsive to any concerns and great for a chat. Couldn't recommend them more highly.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
2Choice Capital★ 5,095No
3Priority1 Wealth Management Group★ 5,014No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Toro Wealth Financial Advice★ 5,08No
11Strategic Financial Solutions (this page)★ 4,653No
Contact
+61399889147www.sfsonline.com.au/?utm_source=GMB&utm_medium=organicLevel 6/20-22 Albert Rd, South Melbourne VIC 3205
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed