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 life they want.

Whatever your financial needs, be they personal or business-related, our team of experts can assist. Our services include:

Wealth creation

Wealth protection

Estate planning

Business Advice

Accounting & Tax

SMSF Services

Click on any of the above to find out more.

Our mission and values

We work with our clients to understand their financial needs, aspirations and concerns in order to identify and implement solutions to enhance and protect their financial wellbeing today and into the future. Great pride is taken in being:

Empathetic

Proactive

Trustworthy

Collaborative

What our clients say

"James 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 & 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, Vermont Victoria

Achieving and keeping the life you want. We're here just for you