Strategic Wealth provides astute investors specialist advice and bespoke investment solutions.

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. 

Strategic Wealth works for you and with you to navigate and develop the right solution.

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:

 
 

Strategic Wealth has been providing private wealth management advice since 2004.

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 our game.