Strataegic helped me with the basics of portfolio management and the importance of starting young in planning my financial goals. It's great for beginners to start investing without agents' help. All your investments are at your fingertips. If you are one of those who would like to take control of how you save, use Strataegic.

The goal planning and investment process has made me better prepared for the things I want in the future. It has also given me a sense of security that I am saving and investing enough. I like the guidance that they provide as it is easy to understand and quick to implement. As busy individuals we usually postpone the financial planning process thinking we are making enough now and that it will be sufficient for the future. It was good for us to put numbers on some of the future scenarios around education and retirement and get a sense of where we are in the scheme of things. Plus, I would recommend them for the quality and promptness of their customer support.

Strataegic is the platform where I first got onboard with MF and I would say, even for a beginner like me it made things easier to explore and invest. It actually helped me make better-informed decisions.

Strataegic has given me independent, unbiased and transparent financial advice. I have found their breadth of knowledge on personal finance and wider scale economic issues to be very impressive. They have a great capacity to listen and make every effort to tailor the most appropriate financial plan.

If a coherent and balanced financial plan is what you’re looking for, then look no further than Strataegic. As a part of their clear endeavor to service their clients with the utmost integrity, they have made the widest range of products available, are very flexible, make every effort to understand your unique needs and are prepared to work collaboratively in your best interest.

Strataegic has been our financial advisor for the past two years. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.

Strataegic has provided recommendations based on my goals/profile and helped me to re-adjust my portfolio. The greatest benefit I see so far is they stick with the right advice even if I wanted to deviate based on the programs I see on various TV channels. They are very thorough and go through small prints of financial products and ensure that client understands both potential risks and rewards. Though my acquaintance with them is just a year, I feel I can fall back on his advice like a trustful mentor of mine and be rest assured.