Strategy Partners

What Strategy Partners does

Strategy Partners (WA) Pty Ltd is a privately held, single-advisor financial advisory firm headquartered at Level 25 South32, 108 St. Georges Terrace, Perth, Western Australia. Founded in 2011 by Marcus McGuren (a CERTIFIED FINANCIAL PLANNER with industry experience dating to 1996), the firm operates as an Authorised Representative of LWM Financial Services Pty Ltd under Australian Financial Services Licence 438603, which authorises personal advice across superannuation, managed investments, personal insurance, retirement planning, portfolio management, and securities. The firm's client base comprises professionals, business owners, and a stated significant portion of mining sector contractors and employees in Western Australia.

The firm delivers an integrated suite of nine advisory service lines through direct, face-to-face consultations: strategic advice and financial modelling, wealth accumulation and investment strategies, personal and business succession planning, superannuation and SMSF advice, strategic debt advice, risk management and insurance, retirement planning, and tax planning and efficient structuring. There is no proprietary technology platform; client servicing is supported only by third-party login portals to MLC MasterKey, IOOF Expand, and Macquarie Wrap. Revenue is generated on a professional services, quote-based pricing model with an initial no-obligation consultation and post-meeting cost estimates (pricing not publicly disclosed).

Go-to-market is sales-led and referral-driven: client acquisition relies on professional referrals, client endorsements, a corporate website (strategypartners.au), and Marcus McGuren's LinkedIn profile. No marketing spend, paid channels, or hiring activity are evident. The firm is structurally a solo practice with the principal as the primary (and apparently sole) advisor, making its economics and continuity closely tied to a single individual.

Name

Strategy Partners

Legal name

Strategy Partners (WA) Pty Ltd

Website

https://strategypartners.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategy Partners (WA) Pty Ltd is a privately held, Perth-based financial advisory firm providing strategic financial planning, wealth, superannuation, succession, and retirement advice to professionals, business owners, and mining sector clients in Western Australia, operating under LWM Financial Services' AFSL.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Financial advisory services
• Wealth management advice
• Retirement planning
• Superannuation advice
• Succession planning

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through providing comprehensive financial advice services to clients. Services include strategic advice, wealth accumulation, succession planning, superannuation advice, risk management, and retirement planning. Revenue is derived from ongoing advisory relationships with professionals and business owners.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Strategy Partners provides comprehensive, personalised financial advisory services to individual clients including professionals, business owners, and mining sector contractors. The core offering encompasses nine interconnected service areas: strategic advice with financial modelling, wealth accumulation and investment strategies, personal and business succession planning, superannuation and SMSF advice, strategic debt advice, risk management and insurance, retirement planning, and tax-efficient structuring. Services are delivered one-on-one by founder/advisor Marcus McGuren through face-to-face consultations in Perth.

Product overview

Strategy Partners provides comprehensive financial advisory services delivered through a unified offering rather than a modular platform. The core portfolio encompasses nine interconnected service areas: Strategic Advice and Financial Modelling serves as the foundational planning framework; Wealth Accumulation and Investment Strategies address growth objectives; Personal and Business Succession Planning manage continuity and legacy concerns; Superannuation, Tax Planning, and Self Managed Superannuation Funds handle retirement and tax optimization; Strategic Debt Advice provides leverage guidance; Risk Management including Personal and Business Insurance addresses protection needs; and Retirement Planning delivers income stream solutions. Tax Planning and Efficient Structuring services coordinate with external accountants. All services are provided through Marcus McGuren as the primary advisor, with services tailored to individual client circumstances including professionals, business owners, and mining sector contractors.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advice & Financial Modelling
• Wealth Accumulation / Investment Strategies
• Personal Succession Planning
• Business Succession Planning
• Superannuation, Tax Planning & Self Managed Superannuation Funds
• Strategic Debt Advice
• Risk Management including Personal and Business Insurance
• Retirement Planning
• Tax Planning & Efficient Structuring

Named customers3 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• LWM Financial Services Pty LtdcoreStrategic or Co-development PartnerStrategy Partners (WA) Pty Ltd and Marcus McGuren are Authorised Representatives of LWM Financial Services Pty Ltd, which holds Australian Financial Services Licence (438603). LWM is privately owned and not linked to any product provider, enabling independent advice.

Scale indicators1 record

Recent moves4 records

Expansion highlights1 record

Direct peers

• Shadforth Financial Group: Australian independent advisory firm providing financial planning, superannuation, and investment advice to individuals. Comparable in client-centric model, comprehensive service mix, and independent advice positioning.
• Hewison Private Wealth: Boutique Australian wealth advisory firm focused on HNW individuals with personalized advice across investment, superannuation, and estate planning. Comparable as a small, advisor-led practice serving professionals and business owners.
• Wattle Partners: Independent Australian financial advisory practice delivering strategic financial advice, wealth accumulation, SMSF, and retirement planning. Comparable in service breadth, fee-for-service model, and advisor-led delivery.
• Lifespan Financial Planning: Independent Australian financial advisory firm offering holistic strategic, superannuation, SMSF, and retirement planning to individuals and business owners. Highly comparable in service breadth, target client (HNW professionals), and fee-for-service independent model.

Emerging players

• Stockspot: Australian robo-advisor offering automated investment and superannuation portfolios. Represents the emerging digital advice category that competes for the same end-clients (HNW/professional households) at lower fee points, threatening boutique practices without proprietary technology.

Broad incumbents

• Insignia Financial (formerly IOOF): Large Australian wealth manager owning platforms and advice brands including IOOF and MLC. Strategy Partners actually integrates with its MLC MasterKey and IOOF Expand platforms, making Insignia both a platform partner and a broad incumbent competitive reference point.
• BT Financial Group (Westpac): Westpac-owned wealth and financial advice division providing financial planning, superannuation, and investment platforms. Competes for similar HNW/professional clients but with a vertically integrated bank-aligned model.
• Macquarie Private Wealth: Macquarie Group's wealth management division offering investment, superannuation, and wrap-platform-based advice. Comparable in target client (HNW professionals and business owners) but operates at much larger institutional scale.
• Count Financial: Large Australian licensee network of independent financial advisors providing comprehensive financial planning across superannuation, investment, and insurance. Overlaps in service mix but operates at materially larger scale as a multi-advisor network.
• AMP Advice: Major Australian wealth management group's advice division, offering financial planning, superannuation, and investment platforms to retail and HNW clients. A broad incumbent competitor with overlapping services but much larger scale and proprietary platforms.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/pub/marcus-mcguren/12/418/68b

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategy Partners