SMSF Strategic Advisors specialise in providing professional financial planning advice tailored specifically for small business owners and retirees. With a focus on alternative superannuation options, retirement planning, personal insurance, estate planning, and succession planning, the firm is dedicated to helping clients make informed decisions to secure their financial future.
Founded on a philosophy of personalized service and expert guidance, SMSF Strategic Advisors has built a reputation for delivering sound and practical advice to clients seeking to optimize their superannuation and retirement strategies. The firm’s commitment to understanding each client’s unique needs and providing thorough solutions has earned the trust and loyalty of individuals and businesses alike.
Through a recent merger with the Carey Group, SMSF Strategic Advisors has expanded its reach and strengthened its position as a leading provider of financial planning services. With a team of experienced professionals led by Director Rita Zappulla, the firm continues to inspire clients to take control of their financial future, offering comprehensive support in wealth building, asset protection, and estate planning.