RANGE OF SERVICES
We provide a range of holistic financial planning and wealth management services for individuals, businesses, trusts and charities. Using our proprietary three stage WealthOptimiser™ program we can help you achieve financial independence; to protect your wealth throughout your life and pass it on to future generations.
Strategic Wealth Management is a privately owned and independent firm, which means that all of our advice is free from conflict. Your Financial Planner will work closely with you over the long-term, sourcing bespoke solutions to suit your needs.
The first stage in our WealthOptimiser™ program involves establishing where you are today (Wealth Audit) and where you want to be (Life Vision), as well as any barriers standing in your way. We then create a Strategy Blueprint, running ‘what if’ scenarios before establishing your Investment Policy Statement. This stage in the process concludes with your Action Plan - a detailed implementation roadmap.
Support and Maintenance
Once we have created your personalised financial plan, we monitor your progress over time and make adjustments to reflect your changing needs or circumstances. Advanced Planning is used to enhance, preserve and transfer your wealth. We also provide sophisticated Investment Consulting, Wealth Administration and Reporting so you will always know where you stand financially.
Your dedicated Wealth Manager will coordinate the internal team at Strategic Wealth Management, as well as other professionals who form our expert team (accountants, lawyers, will writers, investment specialists, private bankers and philanthropic planners). Working together we seamlessly integrate advice across all aspects of your affairs, giving you peace of mind your future is taken care of.
Meet the team