Stratus Financial Group
About the company
Stratus Financial Group is a Brisbane-based financial services firm with over 20 years of experience. Brett Cribb, Steve Nicholas and James Marshall are each Principal Advisers and Directors. The firm advises professionals, executives and business owners, retirees, and individual and family groups.
It specialises in advice services specific to the mining and resources industry, financial planning and advice for expatriates, and financial planning and advice for aged care. It helps executives to harness the benefits of their employee share schemes. Its main services include financial planning, superannuation, insurance, and holistic financial management.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
ALWAYS FEEL CONFIDENT WHEN MEETING WITH STRATUS, FIND THEM SO HELPFUL AND MAKING US FEEL SECURE
Always great to meet with Steve, Tran and Angela. I have been with Stratus for many years and have no hesitation in recommending them to anyone who values thorough, professional and honest financial advice. Thank you to the team for taking care of me.
James and the Team have provided outstanding advice over the three years I have been working with them. They are meticulous in their attention to detail and maintain the highest level of quality communication.
Closing in on 20 years with Brett and the team has seen our portfolio grow in absolute terms but more than that, they take the complex and deliver value with advice and management of structure, ESS, direct/indirect investment and the other rewards which characterise the health-tech sector. The significant work done behind the scenes provides peace of mind and certainty that this complexity is being well managed. The old adage holds true - engage professionals if you care about quality. Thanks Stratus.
All of the members of the team at Stratus Financial are truly professional and are focused on delivering the best possible client outcomes. They continue to invest time to understand my life goals and then shape financial strategies to support achieving them. Their customer service is excellent. I highly recommend them to anyone who is seeking knowledgeable, experienced and trustworthy advisors to partner with you to plan and manage your financial future.
A friend referred Christine & I to Brett and the Stratus rest of the team 4 years ago as we were looking for professional help to get better organized, restructure our investments for tax efficiency, maximize superannuation entitlements, and finally ensure protections were in place for ourselves and the family into the future. A lot of effort went into the initial activities; working with us overseas, that was handled with empathy, quickly, efficiently and reasonably priced, leaving Christine & I as satisfied customers. We're happy to refer others to Stratus.
We strongly recommend Stephen Nicholas and his support team! Their attention to detail and dedicated support is excellent! The customer-focused approach they take is second-to-none!
Superannuation & investment in Brisbane compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 8 businesses in this category in Brisbane are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Super Experts | ★ 4,9 | 166 | Yes |
| 2 | Stratus Financial Group (this page) | ★ 4,9 | 19 | No |
| 3 | SMSF Australia - Specialist SMSF Accountants | ★ 5,0 | 15 | No |
| 4 | Supannuation Insights Australia | ★ 4,8 | 6 | No |
| 5 | Superannuation Solutions Australia | ★ 3,5 | 2 | No |