RVW Wealth joins IR as the exclusive Wealth Management member in California

IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Jonathan Gerber, CPA, PFS of RVW Wealth. Jonathan has joined IR as our exclusive Wealth Management member in California. Jonathan’s focus is on helping clients ensure financial security by building portfolios tailored to their individual needs. Jonathan is an accredited Personal Financial […]

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audalis Berlin: Into the New Corona-Year with an interesting cross-border transaction

Everything was different in 2020. Even the Christmas season. And the turn of the year. Also for the Berlin team of lawyers led by audalis partner and lawyer Patrick Geißler LL.M. While most of us spent particularly quiet holidays due to the Corona restrictions, the Berlin team of lawyers in the transaction department instead countered […]

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audalis joins IR as the exclusive Wealth Management Member in Germany

IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Christian Brütting of audalis. Christian has joined IR as our exclusive Wealth Management Member in Germany. Christian Brütting is a partner at audalis, Kohler, Punge & Partner – an independent, full-service firm specialized in business, legal, taxation and auditing consultancy services. […]

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Home Sweet Home:

Residency Options and Succession Planning for High Net Worth Individuals

Living, working and dying in the digital age The baby boomers of the 1960s will have the dubious distinction of being the first generation who will continue to live on […]

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“People do business with you if they like you.”: Nicholas Moustacas

An armed-robbery incident in 2001 prompted Nicholas Moustacas to do something new. He packed up his life in Wollongong and moved to Sydney, where he founded Strategic Wealth Management, a boutique accounting and financial planning firm that puts people first. It was on a Tuesday afternoon, just after Easter, when Nicholas Moustacas had his life […]

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Covid-19 Information

Up to date information to get all of your questions answered Covid-19 Stimulus Packages 1 April 2020 Here is a mind map to help you figure out what help is available to you, Covid-19 mind map Federal and State Economic Measures 30 March 2020 The Government is acting decisively in the national interest to support households […]

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Growing Relationships is key to Growing Business

One of Strategic Wealth Management’s largest client’s recently featured in Inspire magazine. King living ceo Anna Carrabs reveals how she and her team successfully took the australian-based furniture brand global. To read more about Anna and Strategic Wealth Management please click here. 

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PortfolioWatch Issue 3 2019

What’s new in super and tax this financial year? The 2019/20 financial year introduces some new opportunities to allow you to save for your retirement through super. We also provide an overview of the ‘Protecting Your Super’ legislation and personal income tax changes. To read the latest newsletter in full click here

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Strategic Wealth Management Pty Ltd joins IR as the exclusive Wealth Management Member in Australia

IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Nicholas Moustacas of Strategic Wealth Management Pty Ltd. Nicholas has joined IR as our exclusive Wealth Management Member in Australia. Nicholas has been working in the Accounting profession since 1989. He began his career in a 4 Partner Chartered Accounting Practice […]

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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 […]

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