Strategic Financial Solutions is a boutique financial planning business based in Melbourne, with a focus on providing personalised financial advice to help clients achieve their desired lifestyle. With over 25 years of experience, the team at Strategic Financial Solutions offers a comprehensive suite of services including wealth creation, retirement planning, debt management, and estate planning. As an independent firm with its own Australian Financial Services Licence, the business prides itself on building strong client relationships based on honesty, empathy, and integrity.
Specialising in tailored financial strategies that consider each client’s unique situation and goals, Strategic Financial Solutions aims to alleviate financial stress and empower individuals, families, and small businesses to take control of their finances. The team of highly qualified and experienced financial planners at Strategic Financial Solutions are dedicated to providing high-quality advice that aligns with the criteria set by the Australian Securities and Investments Commission (ASIC). By offering a holistic approach to financial well-being, the business helps clients navigate the complexities of the financial world and work towards a more secure and prosperous future.
With a female-led team that brings a unique perspective to the industry, Strategic Financial Solutions demonstrates a commitment to furthering women’s understanding of financial planning. The business emphasises collaboration, empathy, and innovative thinking in delivering customised financial plans that cater to individual needs, objectives, and risk tolerance. By offering a complimentary initial appointment and transparent fee structure, Strategic Financial Solutions aims to provide valuable guidance and support to clients at every stage of their financial journey, from wealth accumulation to retirement planning and beyond.