Design your future
We are experts in coaching our clients "to achieve the financial security and lifestyle they aspire to through the accumulation and management of wealth".
No matter what your stage of life, Strategic Financial Planning & Insurance is able to tailor a financial package to suit your personal situation. We understand that no two clients are the same! We will work with you every step of the way, and through every major event that occurs in your life, to achieve financial freedom.
Whether your objective is wealth accumulation, risk management or a regular income, our Financial Advisers will spend time with you to achieve your preferred outcome. We will advise you in planning business and/or personal finances.
Strategic has access to many leading fund and investment managers. Every product and investment we recommend is researched by Lonsec and is approved by our research team. Our aim is to provide you with balanced advice and the best solution for your circumstances.