Strategic Wealth Planners

Financial Services - Sydney, New South Wales, Australia

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We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.We provide the following services:Retirement planningAge Pensions and Social Security adviceConsolidating your SuperIn-house accountancy servicesPersonal insurance packages, incl. children's traumaSelf Managed Super Funds (SMSFs)Acquiring property through SMSFsMortgage lending A successful advisory relationship is based on trust, understanding, and open communication.This is what we strive to achieve with every client relationship.

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Employees: 3
HQ:
Location: Sydney, New South Wales, Australia
Revenue: 5.5M
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