Our Mission
Strategic investing and Wealth Planners
We are passionate about assisting clients navigate their ideal lives, whatever that may look like, whilst at the same time simplifying things that the world loves to overcomplicate. Our Team are passionate about not only helping business owners achieve their utmost potential, but is also motivated to educate, empower and enrich their lives.
About Us
Strategic Wealth
Despite being only in the first chapters of the 21st century, we have seen numerous sudden and unpredictable world events impact our Australian economy. And yet, despite the magnitude of the challenges we’ve faced, Australia’s economy finds new ways to thrive again and again.
We work with you to help you understand each and every element of your financial situation. You'll get expert guidance and support to create long-term strategies that help you grow your wealth and future generations.
Our Services
What we can do for your Investing Plan
We all have things in life we want to achieve, but there's often a gap between where we are now and where we want to be. Stratwealth specialises in helping individuals and businesses achieve their financial goals through strategic planning and expert advice.
Debt Management
Self Managed Super Funds
Risk Protection
Investing & Portfolio Construction
Retirement Planning & Advice
Superannuation Advice
Our Services
Strategic Wealth Planners
What we do
Being financially prosperous isn’t simply about money. True financial advice is aligning your financial choices with your most important goals and deeply held values.
A great financial planner should have one foot in the present and one foot in the future who can put in place a plan that grows with you and gives you the confidence to achieve those long-term goals and hold you accountable every step of the way.
At Strategic Wealth Planners, we work with you to deliver clarity, direction and confidence, leading ultimately to greater peace of mind.
Our Services
Why we do it
Strategic Wealth Planners
Grow
Establishing a strategy to accumulate wealth through investments in and outside of your super can provide you with more choices later in life.
- Super accumulation
- Self Managed Super Funds
- Non-super accumulation
- Debt management
- Gearing strategies
- Cashflow
Protect
Protecting yourself and the people you care about, is just as important as creating and building wealth. Planning for the “what if’s” can help you sleep soundly.
- Life insurance
- TPD [total and permanent disability] insurance
- Trauma insurance
- Income protection
- Key person cover
- Buy/sell agreements
Enjoy
Planning for a happy retirement starts many years beforehand. We help you maximise your money so you can live a comfortable and enjoyable life.
- Retirement income streams
- Imputation credits
- Tax minimisation
- Centrelink
Transition
Ensuring your wills and estate plans are in order, helps take care of those you leave behind. If leaving a legacy is important, we’ll ensure that the right funds are directed to the right people at the right time.
- Estate planning
- Wills, incorporating testamentary discretionary trusts
- Powers of attorney
- Appointment of enduring guardianship
- Nomination of beneficiaries
Testimonials
Josh
Bondi, NSW
John
Bangor, NSW
Ian
Stanmore, NSW
Caroline
Georges Hall, NSW
Our Services
Latest News
Strategic Wealth Planners
8 Retirement Mistakes & How We Can help
Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time
Autumn 2023 – Changing Seasons
With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final
Maximizing Your Investment Portfolio: 5 Tips for Success
As a financial advisor, one of the most common questions I receive is “how can I maximize my investment portfolio?” While there is no one-size-fits-all