Financial Planning

Achieving and keeping the life you want means both creating wealth and protecting it. Strategic Wealth Services offers financial planning services in Australia to grow your wealth and safeguard it along the way.

Wealth Creation

The path to wealth creation is often easier and less risky with the help of a personal financial advisor in Melbourne. We can help you every step of the way. Our professional advisors can help you assess your financial situation, provide you with a financial health check, choose the most suitable investment solutions, manage the risks involved, implement the plan and help you monitor its progress.

Wealth Protection

It takes time, hard work and smart planning to grow wealth and the last thing you want is to lose some or all of it because you don’t have a back-up plan if the unforeseen happens. You need to ensure you protect your wealth and your finances.

Our professional advisors have a range of wealth protection strategies to help you secure your future. The key is sound financial planning advice in Melbourne so you and your family may enjoy a comfortable life regardless of what happens.

Estate Planning

Estate planning is an important part of your overall financial plan. An independent financial planner Melbourne can review the structure of your estate and how your wealth, including investments, will be transferred to family members and even, future generations.

We can then provide you with advice to ensure that estate documents such as power of attorney and your Will are updated in line with your wishes.

Call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au.

Financial Services Guide – Strategic Financial Planners