We strive to keep all our clients happy. Here are some nice words from them.
ASAP Financial Services
“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 !”
Mortgage Broker, Mortgage Channel
"Cathy, Seven & Nick at Strategic Wealth Management have been part of my investment & business journey from the beginning. I can definitely say that without their guidance I would not be where I am today. Nick has been instrumental in providing property structure recommendations, business setup & tax strategies and SMSF setup for the whole family.
When I started my investment journey, I made it a goal to surround myself with the strongest possible team and grateful that I found Nick and his team.
If you are looking for an accountant who has a proven track records, genuinely cares for your success and specialises in property investing, SMSF & business tax – you can’t go past Strategic Wealth Management!"
"Nick and the dynamic team at Strategic Wealth Management Pty Ltd have been instrumental in assisting me with the growth of my business since 2004 .
I would highly recommend Nick and his services to anyone interested in up to date taxation and investment advice."
Parramatta Hot Water
“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.”
House Search Australia
"It gives me great pleasure to recommend the services of SWM for Nicholas Moustacas and his team. For over ___ years now we have not only used their services for our own business and personal accounting but have also happily endorsed them to House Search Australia clients, and especially those property investors looking to build, expand and maintain their portfolios with the assistance of relevant professionals. Providing sound financial specialist advice and direction and guidance in all accounting matters is crucial for the effective ongoing growth of a business, and SWM do this extremely well. They genuinely care about the financial health and wellbeing of their clients and take the time to listen, plan and provide advice in a timely manner. Their experience, knowledge and advice has been imperative to the ongoing success of our business."
Property Chat Pty Ltd
"I have been a client of Strategic Wealth Management since 2005 and have always been extremely happy with the level of service and expert advice I have received. Nick and his team are the first people I turn to for tax and structuring advice both personally as well as for self managed super fund, family trust and business advice."
Rick and Donna J
“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 could minimise our CGT. 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.”
Sana Ali & Mona Ali
Property Twins – Finance Brokers
Handing over our tax affairs for investment properties and our business to Nick’s team have been the best decision for us.
Nick’s team are personable and their attentiveness means you feels as though you’re the only client they work with. Whilst setting up our business structures, Janis & Cathy Chitty at SWM were invaluable in their assistance, provided great empathy and quick turnaround to our requests, which ensured that we had a seamless transition into the business without the stress of whose looking after all the business compliance & setup. This was very much appreciated.
We are happy to refer our friends, family & clients to take the opportunity to work with Nick, as we know they would be looked after and get great results.
Owen Hodge Lawyers
It has been a very pleasant experience dealing with you and your team.
Our estate administration practice continues to grow and as people’s affairs become more complicated and diverse there will be plenty of work for experts like those in your team.
We will continue to be able to work together with confidence.