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Strategic Financial Management

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Strategic Financial Management

Overview:

Strategic Financial Management is a boutique financial advisory firm established in 1995. Our objectives are simple….to grow and protect the wealth of our clients so that they can achieve their financial and lifestyle objectives.

The SFM process...
1.
An initial meeting to ascertain:
your objectives;
your current financial position, including:
assets and liabilities
tax strategies and associated tax entities (trusts and companies)
investment strategy
life insurance policies
wills and power of attorneys

2.
Preparation of a written report (Statement of Advice) that:
identifies your financial objectives and your current financial position;
details our recommendations;
provides an explanation for each recommendation;
enables you to make informed financial decisions.

3.
Periodic review of:
your financial objectives;
your financial position; and
our advice to you.

We are authorised to provide financial product advice on and deal in:
Superannuation;
Securities;
Government debentures, stocks and bonds;
Deposit and payment products;
Interests in managed investment schemes;
Life insurance products;
Retirement savings accounts.

Examples of the advice and services we offer include:
Wealth accumulation strategies, including
Remuneration planning.
Gearing – borrowing to invest.
Taxation considerations including the analysis of alternate investment structures (such as partnerships, trusts, companies and super).
Investments, including
Direct shares
Share trusts (managed investments)
Property and property trusts
Asset allocation
Superannuation, including
Self managed super funds
Super income streams
Reasonable benefit limits
Super surcharge
Finance and banking
Wealth protection strategies
Life insurance
Estate planning
Benefits Projections

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