Strategic Private Wealth Pty Ltd
Every financial journey starts with a question. What does your success look like?
Understanding our clients' goals and objectives is a key component to our success. At Strategic Private Wealth, we partner with successful business executives, professionals and business owners who seek guidance and advice to make informed financial decisions. We specialise in portfolio construction and the use of debt to advance your position. We also provide advice on a full range of wealth management strategies including tax effective investments, superannuation, wealth protection, planning for retirement, borrowing to invest, SMSF advice and property finance. We understand our clients are seeking a broader range of services which sometimes requires a combination of professionals, such as accountants, mortgage advisers and wealth managers. We pride ourselves on our ability to work with other professionals to maximise your outcomes. We spend time listening to where you are and where you want to be in the short term and long term. We then work with you and/or your existing professionals to document your options and point you in the right direction to maximise your financial resources to reach your goals. We are committed to delivering a quality and personalised service that creates opportunities for wealth, security and your future prosperity. Our firm is part of Hillross Financial Services, benefiting from the support and experience of one of Australia’s premier networks of financial advisers. Established in 1987, Hillross looks after $14 billion in client funds and has over 375 financial advisers, and is owned by AMP who are one of the best known financial brands in the business for over 160 years.
Address: Level 6, 9 Castlereagh Street SYDNEY NSW 2000 Australia
Phone: +61 2 8014 7770
FAX: +61 2 9230 0870
