Strategic Financial Advisers. Design your future

Strategic Financial Planning are Tasmania’s financial advice experts. Our dynamic Hobart team of professional Financial Advisers offers balanced, insightful financial advice and coaching, to help you achieve the financial security, freedom and lifestyle you want.

No matter where you are in life, Strategic Financial Planning will tailor a one-of-a-kind financial advice solution to suit your personal circumstances. Our professional Financial Advisers work with you through every step of your unique financial planning journey to help you thrive, achieve your goals, and obtain financial freedom.

Designing your one of a kind future

We are your financial partners

Whether the financial advice you need is for personal or business goals, wealth accumulation, risk management or regulating your cash flow, our Financial Advisers will partner with you to help you achieve the results you need.

To ensure the best solutions for you, we draw on our network of leading fund and investment managers. Every product and investment that Strategic Financial Planning recommends is researched by Zenith and approved by our research team.

We empower our clients to succeed

We listen to really make a difference

  • How are Aussies managing their super?

    Thanks to compulsory employer superannuation contributions which were introduced 25 years ago1, many Aussies are now entering retirement with significant super balances. So, what exactly are retirees doing with their…


Freedom to choose

What our clients say

  • Shaping Your Future

    "Our relationship with Strategic Financial Planning has spanned 8 years and on reflection has been a partnership with a shared vision for our lifestyle goals along the journey. The long term objectives have always been to secure a comfortable retirement but along the way achieving many life goals including home improvements, overseas holidays, funding family…

    Learn more
  • Shaping Your Future (Hardship)

    "We have been with Strategic for about 15 years now and have no concerns about recommending them. Both David, and Mark before him, have guided us through some difficult times including forced retirement after a life changing event. David's advice has always been spot on and we are comfortable leaving our financial affairs in his…

    Learn more
  • Enjoying Freedom

    "Planning for retirement and managing your financials during retirement are crucially important tasks for anyone. I have always found the help and advice I have received from Strategic over the years to be invaluable in meeting my long-term goals, especially when the rules surrounding retirement income seem to be constantly changing. I believe I could…

    Learn more
  • Shaping Your future

    "With trying to juggle between building my career and leading an increasingly busy personal life it is tough to find time to stop and focus on my financial situation. So it gives me peace of mind knowing Strategic Financial Planning are there to offer sound advice in regards to my financial goals of building and…

    Learn more
  • Retirement Planning

    "Strategic have been instrumental in providing my wife and I with sound financial advice and timely planning strategies for many years, which has now enabled us to achieve the goals we set earlier in life for our imminent retirement. Their well considered retirement planning strategy will allow us to retire from the work force and…

    Learn more
  • Retirement Planning

    "Strategic Financial was recommended to us by some very close friends. Our first meeting with Strategic was intended to be about exploring our retirement planning options. However, due to a forced redundancy, the agenda changed to 'Help, what do we do now?' Simon and Todd explained how we could achieve our dream of retiring sooner…

    Learn more

Contact Us

Office 178 Macquarie Street, Hobart.

Limited client parking is available behind the building. Otherwise metered parking is available on the street, and Centrepoint car park is a short walk away. We're open from 8:30am - 5:00pm, Monday to Friday - other times by appointment only.

P (03) 6220 8330
F (03) 6220 8333