Client Area

Business Advisory Services

You focus on your business, and let us manage the big financial picture.

Building Your Financial Future, Together

Financial freedom doesn’t happen by accident. It requires a strategic,
coordinated approach.

Proactive Tax Planning

We’ll help you craft a coordinated a plan to help you hold on to your hard-earned money, today and in the future.

Make Your Wealth Work For You

You’ve worked hard for your money and now you need to grow, manage and protect your wealth, simplify your business management, and live the life you’ve dreamed of. Strategic Wealth Management is here to help.

Start Your Journey To Financial Freedom

About You

We specialise in helping clients like you accumulate and manage wealth, mitigate risks, and grow their businesses. When you work with us, you get a team committed to your success. You’ll never be just a number to us.

Growth enterprises

You are the owner of a growth enterprise that is already generating wealth, but you need help with managing wealth within your business, protecting our assets, or distributing the wealth effectively.

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Next level businesses

For entrepreneurs who are looking for help with growing their business and would like to simplify their accounting and business administration.

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Professionals

High income earners who are looking to grow their assets and their personal wealth, and who are proactive investors with investment portfolios.

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What Our Clients Say

Read what our satisfied clients say about us!

 

Want to know how we helped businesses? Learn how we identified our clients’ business key issues and what solutions we did for their businesses to grow further.

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Insights

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Land Tax Changes

Land tax: Changes to the principal place of residence exemption From 1 February 2024, persons

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Business Update – 17 January 2024

Welcome to our Weekly Digest – stay in the know with some recent news updates

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Managing work-life balance as a small business owner

As a small business owner, it can be incredibly difficult to maintain a healthy work-life

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Our Partners

Contact Us

Our office is located in Hurstville. Parking is available under our building. We are a short 750m walk from Hurstville train station.

Postal address: PO Box 497 Hurstville BC, NSW 1481