We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.


(03) 9896 5100

Surrey Hills, VIC, 3127


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:

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...


Our Team

Our team consists of highly dedicated and experienced business and accounting professionals with expertise across financial planning, accounting, tax, superannuation and...


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...


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...


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