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 always imagined. Strategic Wealth Management is here to help. By combining your tax planning and financial planning, we’ll give you the total picture of your finances, which enables you to make the most of your wealth.
We have the resources and knowledge you need to help you achieve your financial goals, whatever those look like for you. We’ll make sure you fully understand all your options and your plan.
Learn how to get more out of your money, and make your money work for you. We’ll advise you on strategies designed specifically to help you grow your wealth, save on your taxes, plan for your retirement, and best organise your estate.
Here are some of the ways we support your financial security, now and into the future:
- Tax-effective wealth creation strategies
- Investment advice
- Retirement planning
- Aged care
- Investment portfolios
- Personal risk insurance
- Estate planning
It’s an unfortunate but necessary part of life–protecting your wealth in case of serious illness, disability, or death. The financial consequences of a life-changing event can be devastating. The right insurance policy can ensure you maintain your current lifestyle and support the people around you if your ability to earn an income is affected.
We’ll advise you on your insurance options and guide you based on your individual circumstances and lifestyle goals. We’ll identify the right insurance mix to cover your needs, factoring in waiting periods, premiums and insurance providers.
Tim Ching (AR260030), Stefan Duro (AR1004827) Nicholas Moustacas (AR234866) and SWMFP Pty Ltd (AR430295) are Authorised
Representatives of R & S Wealth Group (AFSL 540872) ABN 26 657 616 683