Strategic Wealth Management - Hurstville, NSW

Strategic Wealth Management: Expertas en Gestión de Patrimonio

Ubicada en Hurstville NSW 2220, Australia, Strategic Wealth Management es una empresa de gestión de patrimonio que ofrece servicios de consultoría fiscal, planificación financiera y asesoramiento sobre superanuación. Con su sede en Building, 2, Suite 234, Level 3/7-11 The Avenue, esta empresa brinda servicios de alta calidad a sus clientes.

Cómo funciona Strategic Wealth Management

Strategic Wealth Management cuenta con un equipo de expertos en finanzas que ofrecen una gama de servicios para ayudar a sus clientes a lograr sus objetivos financieros. Sus servicios incluyen:

• Asesoramiento fiscal: El equipo de Strategic Wealth Management está capacitado para ofrecer asesoramiento fiscal personalizado a sus clientes, ayudándoles a minimizar su impuesto y maximizar sus ganancias.
• Planificación financiera: Los expertos de Strategic Wealth Management ayudan a sus clientes a crear un plan financiero personalizado que se adapte a sus necesidades y objetivos.
• Asesoramiento sobre superanuación: La empresa ofrece asesoramiento sobre superanuación para ayudar a sus clientes a prepararse para su retiro y a asegurarse de que tengan suficiente para vivir cómodamente.

Strategic Wealth Management también cuenta con una variedad de características que la hacen destacar de la competencia, como:

• Accesibilidad: La empresa es accesible para personas con discapacidad, con un estacionamiento para coches con discapacidad y una entrada accesible.
• Servicio al cliente: Los clientes de Strategic Wealth Management reciben un servicio al cliente personalizado y atento, con apoyo en línea y por teléfono.
• Costo: La empresa ofrece un servicio asequible y competitivo, sin cargos ocultos ni comisiones excesivas.

Con una media de opinión de 4.7/5 en Google My Business, Strategic Wealth Management ha demostrado ser una empresa de confianza y respetada en la comunidad financiera.

Otras características de Strategic Wealth Management

Algunas de las características adicionales de Strategic Wealth Management incluyen:

• Apoyo en línea: Los clientes pueden acceder a su cuenta en línea para realizar transacciones y consultar sus estados financieros.
• Apoyo por teléfono: El equipo de Strategic Wealth Management está disponible para responder a las preguntas y resolver cualquier problema que surja.
• Parking: La empresa ofrece estacionamiento gratuito y pagado, lo que facilita el acceso de los clientes.

Para obtener más información sobre Strategic Wealth Management, visite su sitio web en strategicwealth.com.au o llame al 295803353 para programar una cita.

👍 Reviews of Strategic Wealth Management

Healthware A.

5/5

The team at Strategic Wealth Management have been great since the first day. During our first appointment, they took the time go through our business and explain what they can do for us. I was amazed at how much improvement we were able to make in just 4 months.

All team members are very knowledgeable, friendly and provide prompt service. I couldn't be happier with the service.

Dan B.

5/5

I have looked for an accountant and financial advisor like SWM for many years and finally feel comfortable that we are now in the hands of the best in the business.

Within a very short time frame, our complete financial structure has been tidied up and we are finally set up in a way that benefits my family and I aswell as making our business far more streamlined. Nick and his team have not missed a single thing and have rectified issues or indiscrepancies that 3 or 4 other accountants over the years had missed which has not only improved our financial position but has felt like a real load off. I have been completely blown away by their thoroughness and attention to detail in every aspect of what theyve done for us.

If google would allow me to give 1000 stars I would, as these guys have been a total game changer for us !

GKM2 S.

5/5

Nick and the team at Strategic Wealth have been looking after our accounts ever since we started our business. Their attention to detail is first class and have always been thorough and accurate when preparing our financials and company returns. They have become a one stop shop for all our accounting and financial planning needs.

John K.

5/5

Without doubt the team behind SWM set the benchmark for accounting services. Nick & every member of his staff that I have dealt with are professional, courteous, and most importantly, damn good at their job.

Peter W.

5/5

Thanks to Nick and the team for their professional service and expertise we were able to get an investment property and we are always given great advise on tax and investment matters.

Andy M.

5/5

These guys are great - I would highly recommend them especially to people who have investment properties or businesses and need proper advice - trust me it's worth paying for the right advice.

John M.

5/5

Nick and his team are great guys and give fantastic advice. Highly recommended.

GEORGE M.

5/5

Nick, Martina and the team offer great service and advice
I Highly recommend them