At Strategic Wealth Management, our mission is to help you reach your goals. We are guided by our core values of caring, openness, simplicity, efficiency, and accountability.
Our full-service financial firm was established in 2002 with a mission of providing you with real-time advice that empowers you to make informed financial decisions.
From our humble beginnings with just one founder, we have grown into a small team of 15 finance professionals. We are dedicated to offering more than just standard accounting services; we aim to provide valuable advisory support to help you grow your business and achieve your financial goals.
Our comprehensive range of services includes business advisory, buying and selling businesses, Superannuation planning, SMSF administration, financial planning, and wealth advice. With our expertise in property and investing, we are well-equipped to help clients from various industries.
We understand the importance of staying up-to-date with the latest investment structures, legislation changes, and trends, which is why we have streamlined processes and systems in place to keep everything running smoothly.
Whether you’re located in Hurstville, NSW or elsewhere in Australia, we can work with you seamlessly through our cloud-based apps. We take pride in being a responsive, efficient, and quality-driven firm, and we are committed to delivering exceptional customer service.
Thank you for considering Strategic Wealth Management. We look forward to helping you achieve financial success!
We genuinely care about your success. You are never just a number to us.
We establish open communication with our clients by being respectful, responsive and transparent. We make sure you understand your options and feel empowered to make the best decisions for you.
We think ahead, and we find a practical and straightforward solution to your challenges. We know financial advice can be complicated, which is why we explain it to you in ways you’ll understand.
We know how to prioritise and work together as a team to get things done for you efficiently and effectively.
We own the task and do our best to deliver. When we don’t get it right, we take accountability and fix it.
Our office is located in Hurstville. Parking is available under our building. We are a short 750m walk from Hurstville train station.