Who We Are

Strategic Wealth Management is a leading financial planning and wealth management firm based in Hurstville, NSW. We are passionate about helping individuals and businesses achieve their financial goals through strategic planning, proactive action, and personalized guidance.

Our Team of Experts

Our team comprises experienced financial planners, accountants, and wealth experts dedicated to providing tailored solutions tailored to your unique situation and aspirations. We combine expertise in:

Business Advisory: Guiding business owners through financial planning, risk mitigation, and wealth management strategies.
Tax Planning: Creating customized tax plans to minimize your tax burden and maximize your wealth retention.
Wealth Management: Guiding you through wealth accumulation, diversification, and securement of your assets.

Our Approach

We believe in building lasting client relationships based on trust, open communication, and personalized attention. We take the time to understand your unique financial goals, concerns, and aspirations before creating a tailored financial plan that aligns with your values and aspirations.

Our Services

We offer a comprehensive range of services, including:

Growth Enterprises: For established businesses seeking to optimize wealth within their operations, protect assets, and distribute profits efficiently.
Next Level Businesses: For entrepreneurs focused on simplifying accounting and streamlining business administration.
Professionals: Guidance for high-income earners to maximize their wealth and investments.

What Sets Us Apart

Client-Focused Approach: We prioritize understanding your individual needs and aspirations to create a personalized plan.
Proactive Communication: We believe in clear and consistent communication throughout the process, ensuring you are always informed and engaged.
Results-Driven Expertise: We track and measure our performance to ensure your plan is effective and achieving your goals.

Our Commitment

Strategic Wealth Management is committed to providing you with exceptional service, tailored solutions, and ongoing support every step of the way. We believe in empowering you to take control of your financial future and achieve your financial goals.

Update Share

Positive: The team's thoroughness and attention to detail have been particularly praised, with several clients expressing gratitude for their advice on tax and investment matters, as well as their ability to streamline businesses and improve financial positions.

Negative: It appears that one client had a negative experience due to the firm not accepting new clients at the time.

Overall Experience

The reviews highlight a consistent theme of exceptional service and expertise provided by Nick and the team at Strategic Wealth Management (SWM). Clients appreciate their professionalism, attention to detail, and the value they bring to their financial structures.

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