Mike Jeffs

Strategic Wealth Pty Ltd

Gold
17 Yrs Experience
Melbourne, VIC 3000
Mike Jeffs Senior Adviser & Director at Strategic Wealth   Mike, a Director of Strategic Wealth and Your Personal CFO, has worked in the financial services industry since 2003. Mike's extensive knowledge and attention to detail instils confidence in all of his clients that their needs will be met across the varying degrees of complexity that is their situation. He completed a Bachelor of Business (Economics and Finance) with distinction from RMIT University and has achieved CFP® certification from the Financial Planning Association of Australia (FPA). Strategic Wealth Take a strategic approach to get there sooner... Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions. Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals. With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.55
  • Number of reviews 13
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strategic Wealth Pty Ltd

Level 2, 15 Queen Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.55
13 Reviews
5
4
3
2
1
4.60
Clear communication
4.50
Knowledge & expertise
4.50
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Very confident and comfortable with all aspects of advice and processes."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mike has been fantastic in setting up a plan for the now and into the future. Everything from estate planning, investments super and insurance. He explains what everything means, is happy to answer questions and follows up in a timely manner. He listens to our needs and is happy to provide advise on anything. I would highly recommend."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
1.75

"I feel he does not act as an independent adviser with your best interests. Very high fees, does not like you to question his advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Mike Jeffs profile photo

Mike Jeffs responded on January 2018

"We were very disappointed to learn that you were unhappy with any of the advice and service provided over a number of years. We provide tailored advice to each and every client with no ‘one strategy/ investment fits all’ approach. We recognise that ‘independent’ advisor status is legislated by law, whereby the affiliation with our dealer group precludes us from such claims. However, our personal and company ethics cement that our actions reflect the needs and interest of our clients. We do find that our great client relationships are a testament to this kind of detailed and focused advice. Our consultative approach to financial planning will not result in bargain prices, but we feel our fees reflect the value and level of service we provide. All fees are fully disclosed and agreed upon in writing prior to being incurred - there are no surprises. We strive to forge strong relationships with clients and work with them over time to identity, plan and ultimately achieve their goals. “Our word is our bond”. We say, we do."

4.25

"Mike was very responsive given the very short time frame that he was given to get our self managed superannuation fund for my wife and I."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff is a positive force for us to act when dealing with him for next steps to take in our retirement"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"OK Good"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mike is readily contactable, responsive to queries & encourages discussion on all & related superannuation subjects. He is widely read on the investment market & is very well qualified to deal with a range of investment options to suit individual needs. He is fully conversant with Government impacts on minimum pension income & strategies to manage surpluses if required. He has a keen appreciation of the Global market & I believe is a well rounded professional to handle a client's investment interests in an unbiased manner."

  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very pleased and comfortable with Mike Jeffs advice and guidance, Mike know matter how many times I email or phone he answers within one or two days. My response to Mike Jeffs as my financial adviser he gives me his assurance therefore this creates trust and peace of mind."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a fine young man with high personal and business values. He has been involved with managing our SMSF from when he started at PWM."

  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mike provides quality,easy to understand to myself and several members of our family. His manner is always friendly and his responsiveness is excellent."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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