Platinum Strategies is an Adelaide-based financial services firm offering financial planning, insurance solutions and Self-Managed Superannuation Funds (SMSF).

We are committed to helping you realise your financial goals, whatever they may be.

We’ll work with you to identify opportunities that help you make the most of your money, by providing down-to-earth and professional advice. Our skilled practitioners will help you understand the ever-expanding range of investment, superannuation and insurance protection options available.

Our services include:

If you are looking for relevant, valuable financial advice you can rely on, Platinum Strategies has the resources and expertise to deliver it.

Email us today or call us on 08 8299 9877 to find out how Platinum Strategies can help you identify and achieve your financial goals for the future.

I appreciate the personalised, professional advice Platinum Strategies provides. I feel comfortable investing in your recommendations knowing my money is working for me and this gives me peace of mind.
– D Metti (Business Owner)

Platinum Strategies was incorporated as a financial planning firm in 1997, and has been based in Adelaide, South Australia since 1993. Through joint ventures with accounting firms, Platinum Strategies also has offices in Murray Bridge, Alice Springs and Darwin.

The focus of our firm has always been to stay one step ahead of our competitors. This goal was reinforced when we were voted one of the top 10 best financial planning practices in Australia by Independent Financial Advisor Magazine.

We have since won other awards for our high levels of service, including:

  • Millennium3 Financial Services South Australian Practice Of The Year 2011, 2012 & 2014
  • Millennium3 Financial Services Professionalism Award – National Winner 2014, 2015, 2016 & 2017
  • Millennium3 Financial Services Galaxy Of Stars 2012, 2014, 2015, 2016 & 2017
  • Millennium3 Business Excellence & Innovation - National Winner 2016, Finalist 2017
  • Millennium3 Risk Adviser of the Year - State Winner 2017

We have been part of the dealer group, Millennium3, since 2006 which gives us access to the latest resources and technology from one of the fastest growing dealer groups in Australia.

Platinum Strategies continues to strive for excellence through the commitment and expertise of our experienced team of financial advisors.

Email us today or call us on 08 8299 9877 to learn more about how Platinum Strategies can help you identify and achieve your goals for the future.