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Strategies For Life ...because life changes.

It’s about understanding where you are now, and where you want to be.

Let’s get to the point. The advice we give about financial management starts & ends with YOUR needs.

Your hopes and dreams are like no-one else’s which is why we take the time to get to know you and tailor our advice to what matters most to your needs.

It’s about understanding where you are now, and where you want to be.

Strategies For Life offers you a team of highly professional, award-winning Advisors. We offer you our benefit of over 30 years of experience to help you achieve your financial goals and create the lifestyle you want.

Our Advisors at Strategies For Life will work with you to prioritise your goals and help you understand the options available to you. They can help you take the right steps towards achieving financial peace of mind and start planning your future today.

So what makes Strategies For Life good at what we do?

Experience

We do know a little bit about financial advice as we have been providing our clients with qualified financial advice for over 30 years.

Forward Thinking

Innovative thinking allows us to provide clients with the best advice possible and the most suitable strategy to help them achieve their lifestyle goals.

Problem Solvers

It’s what we do best. We look at problems as challenges and find the best solutions and strategies to overcome them.

Support

The support we give our clients is our number one priority. Without you, our business wouldn’t prosper. We look after it all so you can get on with life.

Our 5 Step Advice Process

  • 1. Gather information – This is an in-depth discovery process covering all aspects of your financial needs and aspirations
  • 2. Identify your goals – We then analyse your situation and develop strategies to achieve your goals.
  • 3. Create your plan – We will document for you our recommendations to achieve your goals in a Statement of Advice and together decide on the best strategy for you.
  • 4. Implement your strategy – This is where we implement the strategies you preferred so that we can meet your individual goals.
  • 5. Review and revise – As changes occur often and goals may alter, it is critical to review your strategies at least annually to confirm we are on track.

Our Team

Tanaya Bendall Green
Director/Financial Adviser

Tanaya Bendall-Green

Tanaya is a holistic financial adviser in all stages of life -wealth building, wealth protection and wealth longevity.

Tanaya is a holistic financial adviser in all stages of life -wealth building, wealth protection and wealth longevity. Her client’s needs are at the forefront of every strategy discussed and through this, long term success is gained.

She has owned Strategies For Life for over a decade and has been in the financial services industry over 25 years.

Mike Bendall
Director/Financial Adviser

Mike Bendall

Mike is a risk/ personal insurance specialist with over 40 years experience in the financial services industry holding various corporate and self-employed roles.

Mike is a risk/ personal insurance specialist. He has over 40 years experience in the financial services industry holding various corporate and self employed roles in distribution management, product development, business consulting, compliance before moving into the role he find most rewarding - providing personalised insurance solutions for clients and their families.
Phil Peters
Client Service Manager

Phil Peters

Phil has over 40 years experience in the financial services industry.

Phil has over 40 years experience in the financial services industry. He is passionate about providing great client experience and implementing the strategies to see the solutions meet the clients needs.
Belinda O'Malley
Client Service Manager

Belinda O'Malley

Belinda’s background is in supporting practices in administration. Her attention to detail and ongoing support provides our clients comfort as they know that their needs are paramount.

Belinda’s background is in supporting practices in administration. Her attention to detail and ongoing support provides our clients comfort as they know that their needs are paramount.

How our strategies have helped our clients

I enjoy spending time with my grandchildren. Strategies for Life really helped me plan for my retirement so that I can take the time to spend with the family. We talked about what my goals were and how I was going to achieve the best possible financial position for retirement.

George

I wanted to ensure my kids were going to be ok if anything happened to me. Strategies For Life made it easy to work out what I needed to leave behind so that my family would be financially comfortable.

Peter

Our daughter now has her own family and we wanted her to have peace of mind if anything happened to us, that she would be ok.

Sue & Ron