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

We give you the right advise

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.


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.


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.


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.

Barbara Webster