Support and training
Supporting you and your business |
| Strategy uses the resources of Oasis Asset Management Limited to deliver responsive and efficient administration which is benchmarked and monitored to meet high service delivery. |
Our Client Services team |
| A dedicated team of Client Services staff is available to assist advisers and clients with any enquiries or requests for additional information regarding their Strategy account. Phone: 1300 368 458 Fax: 02 4224 1901 Email: contactus@strategyportfolio.com.au |
Specialist business development managers |
| Strategy offers you a business development team to assist you with your specific business requirements. The specialist team can provide: |
|
| By working in partnership with you, the business development team can tailor a service program to best meet your needs and those of your clients, and help you grow your business. Phone: 1300 368 458 Fax: 02 4224 1901 Email: contactus@strategyportfolio.com.au |
Adviser e-business training team |
| A skilled training team can equip you and your support staff with the right tools to ensure you’re comfortable with the product and online service offering. |
| MoneyOne support team |
| Phone: 1300 368 458 Fax: 02 4224 1901 Email: moneyone@onepath.com.au |
Valued outcome |
| All Strategy products have a competitive pricing structure. Ongoing market reviews, involvement of the platform committee and quality service ensure that Strategy maintains competitiveness whilst continuing to provide your clients with value for money. |
Regular communication |
| Strategy ensures that you and your clients will be kept up-to-date on the progress of their account with communication provided at regular intervals throughout the year. |
