About
Strategic Wealth Partners
We are experts in helping you make smart decisions about your money so you can have the freedom and life you want
Strategic Wealth Partners can help you
With legislative changes to Superannuation, Age pension and keeping abreast of markets, seeking the Right Advice has never been more important.
- Get the most out of both your super and non-super investments, taking into consideration how much risk you are prepared to take to generate the income that you need to live on.
- Structure your investments in the most tax-effective manner possible, making sure that you can access any government benefits that you might be entitled to, and showing you how tailoring investments under an actively managed portfolio can provide you with additional certainty and smoother returns,
- Work for longer, if that is what you would like to do, by providing you with a way to transition more gradually into retired life.
- Clarify your succession plan, if you are a small or family business. We will help you consider how to divest your business assets to create the cash flow you need once you retire.
- Develop your Estate Plan, by helping you consider your Wills, testamentary options and Powers of Attorney.
Strategic
We create long-term strategic plans for our clients. Our approach is to identify and focus on appropriate strategies for each client’s unique needs.
Wealth
We appreciate that our clients have worked hard over a long time to accumulate their assets. Our goal therefore is help protect and prudently grow your wealth.
Partners
We strive to become our client’s Principal Wealth Advisers by creating a partnership between them, any of their other advisors, any external managers, research sources and other entities that are involved in the process of achieving their goals.
Our Partners
We are constantly striving to provide you, our client, with a superior service offering. We have developed, through The Advice Exchange, strategic alliances with a Managed Discretionary Account provider (DNR Capital).
We believe that our alliances will greatly enhance our service offering to you.
Paul’s relaxed manner, gentle sense of humour and thorough knowledge of the financial planning business have given me confidence to put my trust and my savings with his company.
