About Strategic Wealth Partners

Strategic Wealth Partners are experts in helping you make smart decisions about your money – so you can have the financial freedom and life you want.

We look to partner with you in a relationship where we provide you with significant tangible and continuing benefits.

We help you to achieve your Success by Design™

As your Principal Wealth Adviser, we can access industry experts to deliver co-ordinated outcomes to meet your financial and lifestyle needs in a simple, easy to understand manner.

Our Strategic Wealth Partners name was chosen to reflect both our philosophy and how clients view their relationship with us.

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 their 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), Active Australian Equities Manager (Bennelong Funds Management) and Active Global Equities Manager (Magellan Financial Group).

We believe that these alliances will greatly enhance our service offering to you.

   dnr_capital_cmyk_pos         Bennelong LOGO Superannuation Warragul        magellan3