Our Business

We aim to assist clients establish the appropriate investment structure for their individual needs, by providing “real time” advice with quality service.

Strategic Wealth can assist with :
• Wealth maximisation and tax minimisation
• Establishment of tax effective structures that will also provide a comfortable level of asset protection

We specialise in corporate and individual restructures including :
• Unit, Hybrid and Discretionary Trusts
• Establishment and administration of Self Managed Superannuation Funds

We prefer to “value add” with an advisory role rather than that of just a tax accountant. We pride ourselves on being up to date with investment structures, trust law and capital gains tax.

We have close working relationships with Sydney’s best tax specialists. We provide “Real Value” Financial planning, with no hidden fees or commissions, and full disclosure is provided. We apply our tax knowledge to all of the financial plans we produce.

We are also tax experts and apply our tax expertise in the construction of your financial plan, providing you with the best solution to your wealth creation strategy.