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Strategic Wealth Partners are experts in helping you make smart decisions about your money – so you can have the financial freedom and life you want. We look to develop a relationship where we provide you with significant tangible and continuing benefits. We help you to achieve your Success by Design™ As your Principal Wealth Adviser, we can access industry experts to deliver co-ordinated outcomes to meet your financial and lifestyle needs in a simple, easy to understand manner. Our Strategic Wealth Partners name was chosen to reflect both our philosophy and how clients view their relationship with us. Strategic – we create long-term strategic plans for our clients. Our approach is to identify and focus on appropriate strategies for each client’s unique needs Wealth – we appreciate that our clients have worked hard over a long time to accumulate their assets. Our goal therefore is help protect and prudently grow their wealth. Partners – we strive to become our client’s Principal Wealth Advisers by creating a partnership between them, any of their other advisors, any external managers, research sources and other entities that are involved in the process of achieving their goals.

Being MoneySmart is a core life skill. In a rapidly changing world of personal finances, children and young people benefit from the knowledge, understanding, skills and behaviours to establish good consumer and financial habits. Developed by the Australian Securities and Investments Commission (ASIC) MoneySmart Teaching provides professional and personal learning programs and resources for teaching and learning. It also has resources to assist parents to provide their children with good consumer and financial education from an early age. To find out more about the MoneySmart Teaching initiative download the brochure ( web version or printable version ).