Our Mission

Working together to understand your financial needs, aspirations and concerns;
we identify and implement solutions to enhance and protect your financial wellbeing today and into the future.
Ian Morrison
Managing Director

“Communication, Empathy and Action”

Strategic Wealth Services is a team of expert financial professionals based in Melbourne but we're different from other financial services businesses. We're here just for you. We're passionate about understanding your individual financial needs, aspirations and concerns. We're dedicated to identifying and implementing solutions that enhance and protect your financial wellbeing today and into the future.

Ensuring your success is what fuels our passion. Our approach is to be with you every step of the way to achieving and keeping the life you want. We offer only the most ethical and cost-effective solutions in accounting, business advisory, superannuation and financial planning. Whether you’re looking for a financial planner, business advisor, taxation specialist, or superannuation and SMSF expert to help you achieve your goals, we have the team of professionals you can rely on.

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

“Mark Wilson has been my trusted business advisor for over 10 years. He has a wealth of professional experience. I have no hesitation in recommending him to my personal and professional business networks.”

Phil Boyle – Director, Total Mortgage & Lending Solutions Pty. Ltd.

"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

"Mark Wilson is our professional business advisor. He is a friend and we trust him implicitly knowing that his primary goal is to look after the best interests of me, my family and my business. "

Nick, Mitcham Victoria

Building and protecting your wealth. We're here just for you