According to Scamwatch Australia, a reported $851 million was lost to...
about us
Who We Are
Strategic Wealth Services is a team of experienced and committed financial planning, business, accounting, tax and superannuation experts based in Melbourne that is different from other financial advisory businesses. We’re here just for you. Since 1984, our sole focus has been on helping our clients achieve and keep the lifestyle they want.
Our Services
Our Services
Whatever your financial needs, be they personal or business-related, our team of experts can assist. Our services include:
01
Our Mission
We’re committed to ensuring your financial success and helping you achieve and keep the life you want. We do that by working with you to understand your financial needs, aspirations and...
02
Our Team
Our team consists of highly dedicated and experienced business and accounting professionals with expertise across financial planning, accounting, tax, superannuation and...
03
Our Partners
In addition to our highly experienced team of advisors, we partner with other specialists through a comprehensive network of business associates to ensure we offer the holistic solutions...
04
Our Process
Your needs are as individual as you are. That’s why the first step in helping you achieve your goals is getting to know you, understanding your unique issues, aspirations, goals and concerns...
testimonials
What Clients Say About Us
"Strategic Wealth Services were recommended to us about five years ago and they have been a pleasure to work with. The team are always available and ready to provide advice when required. They are responsive and understand very clearly our personal and business circumstances and objectives."
Phil and Eva
"Michael is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with"
Sharon and Fiona
Clients since 2005"From the very first meeting, we both felt extremely comfortable with the company's Financial Planning Business Model and method of operation. Since committing to Strategic Wealth Services we have been delighted with the overall process, the excellent team and results achieved."
Ron and Jill
Latest News
Read Our Latest Insights
According to Scamwatch Australia, a reported $851 million was lost to...
Strategic Wealth Services is a team of highly experienced business and...