It’s personal.

Based in the heart of Melbourne’s financial district, Strategic Wealth is an acclaimed financial planning firm that takes pride in providing clients with personalised financial advice. Comprised of highly skilled and caring professionals, the team helps clients make informed decisions about their financial wellbeing and, most importantly, achieve peace of mind by knowing that their financial future is secure.

The firm’s vision is to develop long-term partnerships with clients and help them to achieve their lifestyle goals, both now and in the future. Strategic Wealth builds relationships based on:

  • Trust and mutual respect
  • Ideas that help build wealth
  • Expert knowledge and sensitivity to economic trends
  • Personalised, strategic and tailored advice to meet each client’s needs
  • Alliances with other strategic advisers to develop integrated financial plans

 

The firm was established by Peter Wilson in October 2004 and is licensed under Godfrey Pembroke Limited. With more than 35,000 clients and $8 billion in investment funds, Godfrey Pembroke is one of Australia’s leading financial planning organisations.