The Stages element can be used as a method of graphically representing milestones in timeline (by year) and stages (phases) of process.

See below the examples of company historical timeline and stages (steps) of the process.

Stages: years

The beginning

Annuity Strategic was officially formed on November 11th 1998 by four colleagues who had worked together with Richard Smart at Annuity Consulting, a tax and accounting firm. They chose the name "Annuity Strategic" as it embodied the aspirational culture of what they hoped to achieve, one of combined wisdom, teamwork and collective expertise.

Specialising on financial planning

This year marked our decision to focus entirely on financial planning and objective investment advice. Prior to this we had worked in a number of different sectors, but this focus gave us the opportunity to explore our true potential in providing services that could make a real difference to people's lives.

Moving to our current office

Our office in Toowoomba were unexpectedly sold to a new owner so we had to set about finding a new home. As we continued to grow our staff, later that year we moved into our current office space in Brisbane.

Continued growth

On November 11th 2016, we celebrated our 18th birthday. We are proud to be where we are today and proud to celebrate 18 years of teamwork. We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.

Stages: digits

get in touch

The best way to get started is to simply phone, or contact us via email or contact form.

initial meeting

It gives us the opportunity to get know each other and ascertain whether our service will be of benefit for you.

if you decide to proceed…

We set up a second meeting, which is the start of the planning process. We'll discuss your current finances, circumstances and needs…

No matter what stage of your financial life your are in, we can help you make the most of what you have!