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WEALTHOPTIMISER™ PROGRAM

Our proprietary WealthOptimiser™ program is designed to bring order and coordination to your financial affairs, so you can realise what matters most in your life. Your strategy will be unique to you, aligned to your specific goals, objectives and ambitions.

Our comprehensive wealth management and financial planning services are designed to support the complex needs of successful individuals and their families. When you become a client of Strategic Wealth Management you will receive so much more than just independent advice. We start by helping you to identify your goals, then create a plan to expertly manage your finances and ensure you remain on track toward achieving them.

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.

Plan Development

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.

Plan Development

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.

Support and Maintenance

WealthOptimiser™ Team

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