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2016-07-28T00:00:00.000Z

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Kay Aarons

HQ Phone: +61 3 9690 4622

Email: k***@***.au

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Strategic Financial Solutions Pty Ltd

Level 7 20 22 Albert Road

South Melbourne, Victoria 3205

Australia

Company Description

This is the home page for Strategic Financial Solutions. ... more

Find other employees at this company (20)

Background Information

Employment History

Chief Executive Officer At Strategic Financial Solutions

Multiple Companies

Education

Bachelor of Economics and Politics

Monash University

Diploma of Financial Planning

Web References (8 Total References)


Business Coaching & Advice For Financial Planners | Elixir Consulting

elixirconsulting.com.au [cached]

Kay Aarons CEO at Strategic Financial Solutions


Speakers - Practice Development Congress - Events by Dealers' Group Event Management

www.dealersgroup.com.au [cached]

Kay Aarons, Managing Director, Strategic Financial Solutions

Kay is the Principal of Strategic Financial Solutions and a qualified financial planner with 21 years' experience in the profession.
As the head of SFS, Kay's key role is to set the vision for the business encompassing the values that drive the business, the service offering including investment strategy, client positioning and compliance. In addition to these responsibilities, Kay also has a day-to-day hands-on involvement with individual clients, helping them define their financial goals and delivering strategies to achieve them.
Kay established Strategic Financial Solutions in 1995. Since that time, approximately 80% of SFS's revenue has been fee based.


Kay ...

www.superannuationfund.com.au [cached]

Kay Aarons

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Kay Aarons
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Kay is the Principal of Strategic Financial Solutions and a qualified financial planner with 20 years’ experience in the profession. As the head of SFS, Kay’s role is to manage the business, including investment strategy and selection, and the expectations of our clients and compliance with ASIC rules. In addition to these responsibilities, Kay has a substantial day-to-day hands-on involvement with individual clients, helping them define their financial goals and delivering strategies to achieve them. Kay holds a Bachelor of Economics and Politics from Monash University. She completed her Diploma of Financial Planning and achieved Certified Financial Planner status in 1996. Before this, Kay also spent many years owning and operating retail businesses. Kay established Strategic Financial Solutions in 1995 and in December 2002, acquired the business of Investwell, a city based practice of similar size to SFS. The combined business is one of the largest single-office boutique financial planning groups in Melbourne. Six years on, successful integration of the businesses, and ongoing attention to customer satisfaction, has resulted in approximately 80% of Investwell’s clients remaining with Strategic Financial Solutions. Kay’s long experience and accumulated expertise means that she is able to help a wide range of people; from turning around the financial fortunes of those who most need financial help to managing complex financial portfolios for capable professionals who don’t have the time to do it themselves. Kay has helped to turn around the lives of many people who find themselves in desperate need of financial help. For example, a professional management consultant found his situation in a mess following the death of his wife. Debts had piled up and tax returns were not completed. Kay’s plan included a good diversity of investment assets and tax strategies to reduce company and personal debt and free up cash flow to fund super. Four years on, the client has $500K in super, the company debt is cleared, the accounts are in capable hands with a new accountant referred by Kay, and the business is growing strongly. Kay also excels when managing the finances of those at the other end of the financial scale; capable professionals who simply don’t have the time to do this themselves. For example, a professional couple came to SFS in need of a financial plan to match their life plan, which included children. Following Kay’s advice, the couple has now completely paid out their home loan, has a significant investment portfolio, a private school education plan for their children, and effective tax planning that makes the most of their incomes and cashflow. In her spare time, Kay enjoys fitness-related pursuits including gym, bike riding and football. She loves reading and is a well-known news junkie who will happily recount current events to any members of staff who will listen. Kay has two grown children and is hoping (not very subtly) for grandchildren one day.
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Kay Aarons, founder and CEO of Strategic Financial Solutions is a woman with a big vision and an even bigger heart. Her commitment to providing quality communication and financial advice coupled with a deep desire to genuinely help people is a winning combination for any business partnership. I have known Kay for the past 3 years in my role as CEO of Open Up Communication Global. In that time I have worked with her and her team to help them create a business culture founded on the principles of Trust, Truth and Integrity - not just as some nice "buzz words" but as a living culture that is reflected in who they are BEING and in everything they DO. Kay believes in open and honest communication - really saying it like it is and keeping her culture clear of withholds and unspoken things that so often cause blocks in a business. SFS's ongoing coaching relationship with Open Up Communication is evidence of Kay's commitment to continued learning and growth for the business and everyone associated with it. Entering into partnership with SFS means taking on this culture and learning how to "walk the talk" in partnership with a group of people who really care about the quality of every relationship including with staff, colleagues, peers and clients. Choosing partnership with SFS means just that - working together to create commercial and personal outcomes that satisfy everyone and doing it all with laughter and enjoyment too. D Precel , Strategic Financial Solutions Strategic Financial Solutions Pty Ltd I would like to express my sincere appreciation to Kay and the Strategic Financial Solutions team for their effort in continually improving our financial health by selecting and monitoring the performance of quality investments based upon our changing financial circumstances.
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Kay Aarons, head of Strategic Financial Solutions, was one of a number of people recommended to me, a newcomer to Melbourne, when I was looking for a financial provider who I could entrust with a lifetime's worth of superannuation contributions. Unlike the others I spoke to, Kay was more than happy to answer any and all questions that I had. I wasn't about to hand over this hard-worked-for money to just anybody! Kay understood this intrinsically. In fact, she challenged me to continue to ask questions until I was completely satisfied. I'm not altogether sure she knew what she was getting into then - but she soon found out. I'm happy to say that she took me on as a client anyway. Five years down the track it is still a decision I'm very happy with. Why? Well, a number of reasons spring to mind: * Strategic Financial Solutions is able to provide me with a sense of security even when the world's financial markets appear to be in turmoil; * Kay and her staff continue to chase and follow up clients like me who are tardy in making and or keeping appointments to review their personal investment portfolio (sorry Kay, I promise to do better one day!); and * Last, but not least, we have built a firm friendship based on trust and respect.


Open Up Communication

www.openup.com.au [cached]

Kay Aarons, CEO- Strategic Financial Solutions, Melbourne


Strategic Financial Solutions Pty Ltd: What Our Clients Say

www.sfsonline.com.au [cached]

Kay Aarons, founder and CEO of Strategic Financial Solutions is a woman with a big vision and an even bigger heart.Her commitment to providing quality communication and financial advice coupled with a deep desire to genuinely help people is a winning combination for any business partnership.

I have known Kay for the past 3 years in my role as CEO of Open Up Communication Global.In that time I have worked with her and her team to help them create a business culture founded on the principles of Trust, Truth and Integrity - not just as some nice "buzz words" but as a living culture that is reflected in who they are BEING and in everything they DO.Kay believes in open and honest communication - really saying it like it is and keeping her culture clear of withholds and unspoken things that so often cause blocks in a business.
...
I would like to express my sincere appreciation to Kay and the Strategic Financial Solutions team for their effort in continually improving our financial health by selecting and monitoring the performance of quality investments based upon our changing financial circumstances.
...
Kay AaronsManaging DirectorStrategic Financial Solutions Pty Ltd.Level 7, 20-22 Albert RoadSouth Melbourne, Vic. 3205
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Kay Aarons, head of Strategic Financial Solutions, was one of a number of people recommended to me, a newcomer to Melbourne, when I was looking for a financial provider who I could entrust with a lifetime's worth of superannuation contributions.Unlike the others I spoke to, Kay was more than happy to answer any and all questions that I had.I wasn't about to hand over this hard-worked-for money to just anybody!Kay understood this intrinsically.In fact, she challenged me to continue to ask questions until I was completely satisfied.I'm not altogether sure she knew what she was getting into then - but she soon found out.I'm happy to say that she took me on as a client anyway.
...
Kay and her staff continue to chase and follow up clients like me who are tardy in making and or keeping appointments to review their personal investment portfolio (sorry Kay, I promise to do better one day!); and
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During this time I have seen Kay Aarons and her company Strategic Financial Solutions Pty Ltd grow and expand.I have also experienced the highs and lows of the financial markets that have affected my own financial goals and needs.
Strategic Financial Solutions has always been there when needed to advise what is the best financial plan to achieve goals and provide the required lifestyle.I feel that my portfolio is monitored on a day-to-day basis and should something happen that requires action, I will be advised and any necessary changes will be implemented without loss of time.
The complexities of investments and financial planning are always explained in easy to understand language and Kay and staff are prepared to take whatever time is necessary to ensure clients fully comprehend what is happening and understand all aspects of the advise that has been given.
I have also been impressed by the high standards maintained by staff.
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I have been working with Kay Aarons from Strategic Financial Solutions for just over 12 months.When I was first referred to Kay, I was very unclear and quite concerned how I would manage my financial affairs up to and including my retirement.
Kay and her staff have made this process painless.From the very first meeting with Kay, different avenues of investment and strategies were explained to me in a very detailed, simple and straightforward manner.I was initially concerned about taking risks no matter how small, but now with a more solid understanding I have developed a confidence and I now have a clear picture of how I can make my money work for me.
I have the utmost respect for Kay and her staff, they have been approachable at all times, they have kept me informed and have been understanding to my tentative approach to financial matters.They have always displayed a friendly and relaxed approach whilst at the same time have always returned telephone calls promptly, never trivialized even the smallest request and have always operated in a confident and professional manner.I am very pleased that I was introduced to Kay and her company, they have relieved the stress and discomfort associated with making my financial decisions.

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