A short video about us

Why We Do What We Do?

TO HELP YOU ACHIEVE WHAT YOU WANT TO ACHIEVE

We aim to assist clients establish the appropriate investment structure for their individual needs, by providing “real time” advice with quality service.

Strategic Wealth Management can assist with:

* Wealth maximisation and tax minimisation
* Establishment of tax effective structures that will also provide a comfortable level of asset protection

We specialise in all facets of corporate and individual advisory and restructures including :

* Unit & Discretionary Trusts
* Tax Planning and tax minimisation
* Establishment and administration of Self Managed Superannuation Funds
* Investing funds inside or outside of the superannuation environment
* Comprehensive analysis of your personal insurance needs tailored to suit your individual circumstances. We take into account your family circumstances and match that back to your assets and liabilities.

We prefer to “value add” with an advisory role rather than that of just a financial planner or tax accountant.
We pride ourselves on being up to date with investment structures, trust law and capital gains tax.
We provide “Real Value” Financial planning, with no hidden fees or commissions, and full disclosure is provided.
We apply our extensive tax knowledge to all of the financial plans we produce.
We are tax experts and apply that expertise in the construction of your financial plan, providing you with the best solution to your wealth creation strategy.
We work hard to ensure that we optimise your investments and work within YOUR risk strategy.

We have an experienced team that prides itself on our Firm’s Core Values.

We may on occassion require to engage with an Accountancy Firm based overseas to assist clients that relocate.
We will look to engage with legal professionals within Australia depending on our client’s needs.

Contributing Advisors

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