Canberra Strategic Financial provides holistic financial advice focused on ensuring clients make informed decisions at critical life junctures. With a strong emphasis on maintaining ongoing relationships, the firm ensures clients understand the implications of their choices and work towards maximizing after-tax wealth creation on a risk-adjusted basis. The team’s expertise includes a deep understanding of defined benefit schemes, such as CSS, PSS, and DFRDB, allowing them to optimize wealth for clients in these unique retirement structures.
With a commitment to protecting clients’ wealth from inflation and market fluctuations, Canberra Strategic Financial tailors investment strategies to individual financial goals and situations. Their preference for direct investments and non-custodial services empowers clients to remain in control of their financial portfolios while minimizing costs. The firm’s approach combines extensive market research and expertise to provide valuable insights and transparent returns on capital.
Besides traditional financial services, Canberra Strategic Financial assists clients in incorporating philanthropy into their financial strategies, helping them establish tax-effective structures for charitable giving. The firm’s comprehensive range of services includes superannuation and retirement planning, SMSF management, personal insurance, and estate planning. By offering tailored advice and leveraging a network of professionals, Canberra Strategic Financial aims to guide clients towards achieving their financial goals and leaving a lasting legacy.