Strategic is a dynamic organisation that has a well-established client base in Hobart and has been adding value to their clients by working with them to understand their financial goals and then assisting them to implement a strategy which will achieve this.
Strategic can offer you a range of financial products and services but more importantly, provide personal advice to help you protect your assets and maximise earnings in a tax effective manner whilst investing prudently.
Strategic believe their clients benefit from a professional service that places importance on meeting each individual’s specific financial needs and they ensure their recommendations are fully understood. Their financial planning service includes regular and comprehensive reviews of client portfolios.
- Retirement & Lifestyle Planning
- Taking a redundancy
- Preparing for aged care
- Getting you super sorted
- Estate Planning
- Wealth Creation & investments