Take a strategic approach
to get there sooner
Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.
And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.
“I was wanting someone that could take care of everything with minimum involvement from me, but also there to answer any questions or concerns if any arose. My hopes and expectations have not only been met, but far exceed what I set out for...”
- Scott Hardy, Retired Executive
87% of our surveyed clients would refer our services to a friend.
- Survey Completed in May 2022
“We have now been with Strategic Wealth for over 10 years and have consistently been impressed with their responsiveness and proactive management of our portfolio and their general professionalism. Their focus on deeply understanding our risk appetite and life goals has underpinned our trust in them and delivered excellent results…”
- Mark & Kathy Sturgess, Retired Executive
“Strategic Wealth continually identify and engage global expertise, from their Investment Committee down through their investment portfolios. You sense that you are getting sound advice, based on careful selection and strong due diligence of advisors and market experts…”
- Dr Bruce Kelley, Retired Executive
83% of our surveyed clients are ‘very satisfied’ with their interactions with our team.
- Survey Completed in May 2022
“Ask for one word to describe the team at Strategic Wealth – “Trust” a vital ingredient for the management of our funds now and into the future…”
- Ray & Dee Webb, Retired Automotive Marketing Director
“Mike and the team have been great. They have worked with us to develop strategies to help us prepare for the retirement we want, whilst understanding things that are equally as important to us now. We thoroughly recommend Strategic Wealth wherever you are on your financial journey.”
- Tom & Kathy Reynolds, Company Director
“Along with the recommendation of a managed funds portfolio, advice is given on a regular basis. The cornerstone of this process is an annual strategy meeting where overall portfolio performance is reviewed in detail and goals structured for the next 12 month period. This is supplemented throughout the year with continuous advice when market dynamics change or specific opportunities arise..”
- Terry Roberts, Retired Oil Company Executive
“It’s nice to know that your financial plans to help grow wealth for retirement are in good hands and you don’t have to worry about them - that’s what Strategic Wealth has given us.”
- Paul & Melisa Dixon, Business Owners
69% of our surveyed clients are ‘very satisfied’ with the service they received.
— Survey Completed in May 2022
“Strategic Wealth are an excellent operation underpinned by dedicated research, competent forecasting, professional report and review presentations.
I have complete confidence in them to oversee and develop my investments going forward.”
- Reece Bawden, Retired Sales Executive
“The team is professional and very knowledgeable on a wide range of financial products. They have great communicational skills and give us good support. They customise our financial needs according to our requirements.”
- Dhun & Jimmy Daruwalla, Happily Retired
“We began our association with Strategic Wealth 2 years before our planned retirement. Now after almost 15 years we can reflect back with extreme satisfaction as to the performance of our portfolio and the professional management provided by members of the Strategic Wealth team…”
- John & Trudy Shore, Retired Managers
“It is very easy to underestimate the complexity and needs for preparing for the next stage in your lives and Peter has been superb in providing advice and managing our affairs including estate planning and investment portfolios.”
- Paul Parsonson, formerly SVP Finance - GlaxoSmithKline
“What impressed us most from the first meeting was the genuine level of interest taken in our specific circumstances and the care and attention to detail with which that was reflected in their subsequent advice.”
- Joan and David Keane, Quest on William Serviced Apartments
“They are extremely professional, experienced and possess in-depth market and investment knowledge. They take the time to understand our evolving life goals, our appetite for risk, and they provide well-balanced advice and support.”
- Sally Holdsworth & Phillip Ring, Business Executives
“The models Strategic Wealth developed have been very useful and their advice (in easy to understand language) gave us improved perspective on what we can do to manage our money.”
- Steve & Lyn Williams, Retired Operations Manager
“The team comprehend our goals, provide very sound advice towards achieving those goals, and also clearly explain the reasoning behind the specific advice that they provide.”
- Barry & Barbara McDiarmid, Retired Construction Site Manager
“We have worked with the Strategic Wealth team for more than three years now through complex arrangements to bring our UK Pensions across into Australian Super accounts with much success. We are pleased to share the prompt and personal support we have received throughout this time and look forward to more of the same.”
- Stewart & Julie Collins, Retail Operations
“They have been invaluable in setting the direction of our retirement plans especially with the forward analysis of our finances which allows us to set our living standards to suit what funds will be available long into the future.”
- Peter Buzzard, Retired
“I came to know about Strategic Wealth in 2018 through a family member. Although I had always been responsible with money, I had very little understanding about finance and investment. Peter and Nick listened to my concerns assuring me that my finances allowed me to enjoy a comfortable retirement”
Judy, Sales Manager
“When my mother moved to Australia as a pensioner, we had concerns with regard to preserving her savings and ensuring she had sufficient to live on. Moving countries at any age is hard but even more so when you are in your eighties, however what has turned out to be extremely easy has been the management of her portfolio which we entrusted to Strategic Wealth”
Heather Round, Academic
“The Team at Strategic Wealth are always professional and helpful. They are flexible and happy to work with my requests”
Georgia Plumb, Young Professional.
“We have never been disappointed with any decisions they have recommended or made on our behalf, and feel confident that thanks to their expertise, we are financially in a “healthy” situation as we start to enjoy our retirement.”
Duncan and Miriam Wallace, Looking Forward To Retirement.
The fact that we are both now enjoying a comfortable retirement, without financial concerns, is due in no small part to the advice and expertise we have received. At all times we have found our advisers to be professional, proactive and approachable.
Steve Choat, Retired GM
Michael and his colleagues are always willing to provide financial planning advice and treat you well as an individual with specific needs. Just the way we like it.
-Anthony & Elizabeth Gedye, Happily Retired
Peter and Andrew have carefully assessed our needs and aligned options with our risk profiles as our work situations have changed. The clear rationales have been greatly appreciated in helping us make the most of our financial resources in a manner we are comfortable with
Debbie Calnon
“My family has been clients for over 50 years and during that time we have always received expect advice from all of the advisers we have worked with”
-James Grant, IT Director
“For as long as Strategic Wealth has been managing my Australian Retirement Funds I have been fully satisfied with their knowledge of economic conditions and investment markets, both Australian and international, and with their decisions to allocate my funds between the investment opportunities presented by those markets”
-Ian Greenham, Retired Corporate Banking Credit Executive
“Glenys and myself have been with Strategic Wealth for 9 years being advised by Adrian Vidotto and Daniel Wilson.
Over the years we have got to know them as 1st class advisors knowing our investments are in safe hands - always available to provide advice”
-Kevin O'Callaghan, Retired
“My decade long relationship with Strategic Wealth has enabled me to move into retirement on my own terms, at a time of my choosing and with peace of mind.
Through a highly personised and comfortable approach, Mike and Andrew have tailored my financial investment portfolio to ensure stability and growth”
-Jan Rollinson, Retiree
We seek to understand first, then develop a financial plan that optimises wealth accumulation and retirement income, is tax effective and is appropriate, competitive, relevant and achievable.
At Strategic Wealth, we specialise in providing prudent and honest investment advice to:
Smart, bespoke solutions aligned to your financial and lifestyle goal
Our award-winning team are industry qualified, curious and immerse themselves in your world to enhance your personal wealth. We continually challenge our knowledge levels, adapting to an ever-changing financial, economic and legislative landscape to ensure we are at the top of our game.
Enduring partnerships to increase your personal wealth
With a business objective to provide our clients with the most cost effective loan solutions, Strategic Wealth has extended this thinking and committed to BIG1’s vision to bring about positive change. Strategic Wealth contributes to various BIG1 charities annually.
