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Clients and Partners

What our clients and partners are saying

“I deal with several hundred accountants and have found that Nick Moustacas is certainly amongst some of the most competent accountants with his technical knowledge and the quality of his service. His knowledge of trust law and particularly his skills in relation to the correct utilisation of investment structures is excellent.”
Christopher Batten Taxation Consultant

“We recently engaged Nick and were amazed at how much tax we ended up saving. Nothing was a problem, his service was excellent and we’d heartily recommend him to all.”
Paul and Michelle L. Balmain NSW

“Nick has been taking care of my business and family tax for over 10 years. Nick does his utmost to get the best possible return for me every year. The idea of getting Nick to do my accounting takes the stress and worry out of doing a tax return - I simply give Nick my paperwork and sit with Nick for a short time, and he works out a suitable return. Nick makes the whole process easier and faster for clients like me. Nick has also showed me how easy it is to pay less tax by investing in property his way. With Nick’s advice I own a couple of properties and am looking for another one to add to my list. THANKS NICK and THANKS TO THE TAXMAN! I recommend Nick to anyone.”
George and Georgette X, Padstow Heights, NSW

“Both my wife and I started our investment journey in 2000 and we thought we had a good accountant! Then we started using Nick and now we have a fantastic accountant! Nothing is too hard and the service is great and timely. We strongly recommend Nick, don’t waste anymore time with a second rate accountant, it will cost you more in the end!”
Alex and Terri S. Bradbury NSW

“Nick has been our accountant for many years and has been instrumental in keeping our business on track with regular advice regarding taxation, financing and statutory requirements. From the time we switched to Nick we started saving money in reduced tax and advice on financing. However it was when we sold our business that Nick really helped, he showed us how to structure our finances so we paid no CGT whatsoever. Now we operate our own super fund and we have the peace of mind that everything we have done is completely within tax guidelines. Nick is down to earth and very approachable we couldn’t recommend his services highly enough.”
Rick and Donna J - Woonona

“We have been associated with Nick Moustacas for over 20 years and have always found his advice to be sound and professional as is his present company SWM. We have dealt with Nick in a business situation and now in retirement. In the years we have been associated with him we have found his services to be thorough and his advice to be sound. We highly recommend him.”
David and Kathleen M. Paddington. NSW

"Nick is by far the best accountant/structuralist I have used. His ideas are creative, legally sound (important for me) and make sense. My experience of Nick is that he knows his clients portfolios completely and is accessible"
C Marsh

“MediLend provides finance for Healthcare Professionals such as Doctors, Dentists, and Anesthetist etc. We are only interest in working with business partners who offer professional and up to date market knowledge and advice to deal with our clients. Therefore our relationship with “Strategic Wealth Management” is highly valued as they have always provided our professional customer base with great service, knowledge and advice. Due to this feedback from our clients we are confident to recommend them to any individual or co-operate organisation.”
Pas Douglas
MediLend
www.medilend.com


"Nick has been involved with our company for over 15 years. Throughout those 15 years he has always acted in our best interest and is never too busy or unavailable to assist us when needed. Nick is very knowledgeable and is always keeping up to date on the new laws and rules that are constantly changing. We hope to have Nick assisting us for many more years."
Con D
Parramatta Hot Water
www.parramattahotwaterservice.com.au


“Nick was recommended to us when we began our business 10 years ago. We rely on Nick for his clear and thorough advice in all aspects of our business and personal taxation, reporting, and planning matters. Nick has consistently given us clear, well-researched advice over the past decade, and has assisted us in both day-to-day running of our business, and in strategic forward planning for the future. We enjoy working with Nick, and also with his competent and efficient team at SWM. Nick is an integral part of our business, and a valued friend. We would unconditionally recommend his services.”
Amanda S
Axis Chemicals


“As any property investor will tell you one of the keys to success is surrounding yourself with a team of professionals. When I started investing over 10 years ago I found it very difficult to gather such a team and I had to depend on my own reading and education to get started. Now with a successful property portfolio and business I depend on my own team of professionals which has taken years to gather. I was delighted to be introduced to Nicholas Moustacas and Strategic Wealth Management and have them as an integral part of my team of advisors. Nick has assisted in structuring my Companies and Trusts for both my personal property acquisitions and tax planning and strategies for my company. I have no hesitation in referring my clients to Nick as I know they will get an honest analysis on their situation and realistic recommendations for achieving their financial goals”.
J Slack-Smith
Director
Investors Choice Mortgages - Investors Helping Investors

The professional team at Investors Choice Mortgages (ICM) specialise in assisting first time investors. ICM provides investors with a free service and has access to over 30 lenders and 300 products available to their clients. The Director Jane Slack-Smith uses her extensive property investing experience in making the purchasing experience seamless and stress free. To access over 100 pages of resources and information to assist your property purchase visit www.investorschoice.com.au

“Nick has a rare skill set in the accounting and structuring world...He takes something complicated and brings it back to first principles so that it is understandable to the non-accountant. At a time when advisers of all types baffle you with their bright ideas, and... “don’t you worry about that” … fast talk, client understanding has become a core value to our business. Nicks advice gives our clients that understanding, thereby underwriting that core value. I have personally used Nick for my businesses and have dozens of clients who are very happy with the services provided. Go ahead and avail yourself of Nick’s services, you wont regret it !”
Rolf Latham
ASAP Financial Services
www.asapfinancial.com.au

Articles and Resources
Recent News
Testimonials Read what people are saying about Strategic Wealth Management's services
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HDT Taxpayer Alert from ATO Update yourself with a balanced opinion about the ATO's recent taxpayer alert relating to Hybrid Discretionary Trusts
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