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Secure Your Future With A Financial Planner in Melbourne

Personalised financial advice and holistic financial planning to help you achieve your desired lifestyle and life goals.

  • N30 years of proven financial expertise.
  • NTailored financial advice for you and your family.
  • NGuiding you to financial freedom.
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    Our Comprehensive Financial Advisor Services in Melbourne

    Strategic Financial Solutions is your dedicated financial planner in Melbourne, offering a wide range of tailored financial advice services to help you achieve your future financial goals.

    Our comprehensive suite of services is your key to a more secure and prosperous financial future.

    As one of the boutique financial planning businesses in Melbourne, we focus on delivering personalised financial strategies to ensure your financial success.

    Wealth Creation

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    Cash Flow Management

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    Retirement Planning

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    Debt Management

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    Investment Service

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    Insurance & Income Protection

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    Start Your Financial Transformation Today

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    Experienced Financial Advisors in Melbourne

    At Strategic Financial Solutions, we consider your unique situation, risk management, needs and lifestyle objectives. We help you achieve your desired life, reducing your financial worries and enabling you to pursue your life’s journey purposefully.

    For 30 years, we have proudly served Melbourne as a financial planning firm in South Melbourne, helping countless clients make smart financial decisions. As a boutique, self-licensed financial planning business, we build strong relationships with our clients based on honesty, empathy and integrity.

    03 9690 4622

    Why Choose Strategic Financial Solutions as Your Trusted Financial Advisors?

    • Bespoke Financial Advice

    We know that every client has unique financial needs. Our experienced financial experts collaborate closely with you to create a bespoke financial plan that considers your specific needs, objectives, risk profile and investment portfolio.

    • Experience You Can Trust
    With over 30 years of experience providing expert financial advice to our Melbourne clients, our team understands the complexities of personal finance.
    • Self-Licensed Financial Planning Practice
    We are privately owned and have our Australian Financial Services Licence (AFSL). Thus, unlike many competitors, we are not attached to any bank or other financial institution. Therefore, we do not have conflicts of interest related to affiliated financial products. This status also allows us to act as independent financial advisers, adhering to the set criteria by the Australian Securities and Investments Commission (ASIC).
    • Comprehensive Range of Financial Services
    From wealth creation and retirement planning to debt management and estate planning, we offer a wide range of services for your financial wellbeing.
    • Female Led Business
    We take pride in being a female-led financial planning business and bring a unique perspective to the industry. We seek to further women’s understanding and knowledge of financial planning and demonstrate collaboration, empathy and innovative thinking.
    • Qualified Team of Expert Financial Advisers
    Our team of financial planners are fully qualified and regularly completes further education to equip themselves with the latest industry knowledge and financial market insights.

    Many team members also have Certified Financial Planner (CFP) qualifications.

    03 9690 4622

    Holistic Financial Advice To Help You Succeed

    Navigating the constantly evolving landscape of investments, wealth management, taxes and retirement planning can be daunting and stressful.

    People often feel overwhelmed by the jargon of the financial planning industry and uncertain about making the right financial decisions.

    At Strategic Financial Solutions, we aim to optimise and maximise your financial life through strategic advice.

    We offer many financial planning services, including wealth creation, retirement strategies, tax planning, investment management and debt management.

    Let our financial experts help you build a strong foundation for long-term financial security.

    03 9690 4622

    What To Expect From Us?

    A Collaborative Approach

    We partner with you to understand your situation, risk tolerance and address your financial concerns. Together, we craft tailored strategies for your financial success and work with you to action them.

    Quality Advice
    Our team of highly qualified, experienced professional financial planners provide experienced financial advice based on sound strategy and technical expertise.
    Clear Communication and Education
    We simplify the financial services industry for you, ensuring you understand the strategies and decisions that shape your financial future.
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    Ready to Take Control of Your Financial Future?

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    What Our Happy Clients Say

    To Kay and the team – many thanks for your very level-headed and calmly-reasoned rationale of our nation’s economic crisis – invaluable qualities to display in a panicky environment like our present one.
    Ken

    We have been clients of SFS for over 15 years and we are very happy with the service we receive from the team. With SFS, we know that we have a whole team working for us and our investments. Thank you Kay and the team for your professional advice and friendship over the years. We would not hesitate in recommending SFS to our friends and family.
    Susan

    I clearly remember my first meeting with Kay and Paul and the feeling of a massive load being lifted from my shoulders because of their empathy towards my situation and their willingness to assist me. Since that time I have been a very happy customer and rest with the knowledge that my retirement finances are indeed in very good, capable hands.
    Ian

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    Our Process

    Initial Consultation
    We begin by understanding your goals and financial situation during a no-obligation consultation.
    Goal Assessment
    Together, our Melbourne financial advisors will identify your short-term and long-term financial goals. Whether it’s retirement planning, wealth creation, or debt management, we’ll tailor our approach to your unique objectives.
    Bespoke Financial Plan

    Our experienced advisors will work with you to create a customised financial roadmap designed specifically for your unique needs. This plan outlines the strategies and steps needed to achieve your financial vision, aligning your investment portfolio, superannuation strategies, and retirement income needs.

    Implementation and Ongoing Support
    We will work with you to put this tailored financial plan into action. Our team provides regular support, helping you adapt to every life stage, market shifts and new opportunities as they arise.
    Regular Reviews
    We regularly review your financial plan to ensure it remains aligned with your goals, lifestyle and financial objectives, and any legislative changes.

    We’ll make adjustments as needed to keep you on track for success.

    Local and Australia Wide Service

    We work with individuals, families, and business owners across greater Melbourne and Australia.

    FAQs

    Why Work With a Financial Advisor?

    A financial advisor can be your first step to understanding your current financial situation and maximising your financial potential with targeted strategies. We use our knowledge and expertise in financial management to mitigate risks and enable your success.
    At What Age Should I Seek Financial Advice?
    No one’s age triggers the need for financial advice. Often a significant life event such as getting married, having children, getting a new job, buying your first home or investment property or approaching retirement highlights the need to seek financial advice. However, time is often an asset in finance so if you have questions the sooner you get in touch the sooner we can provide guidance for meeting your long-term goals and objectives.
    What Can I Expect from an Initial Appointment?
    We offer a 60-minute complimentary initial appointment to discuss who we are and how we work, what you want to achieve from the process, your current financial situation, the costs associated, and the value we can provide for your circumstances.
    What Are Your Financial Planning Fees?
    Please note that before any work is undertaken, we will provide you with a quote and will only commence once we receive your authorisation.

    As all our financial plans are tailored for each individual, our fees vary depending on the complexity of our advice.

    Is it worth paying for a financial advisor?
    Yes, it can be worth paying for a financial advisor if you need professional guidance to make informed financial decisions. Financial advisors can provide personalised advice tailored to your unique financial situation, and help you make informed financial decisions about investments, retirement planning, life insurance, tax strategies, self-managed super funds, estate planning, and more. The value of a financial planner also includes the potential to save you time and stress by managing complex financial tasks and helping you avoid costly mistakes.
    Are financial advisors worth it in Australia?
    In Australia, partnering with a financial services institute can be particularly valuable due to the country’s complex tax system, superannuation regulations, and diverse investment opportunities. It’s advisable to conduct thorough research and choose a qualified, reputable financial advisor who can demonstrate how their services will benefit your financial journey.

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    Get in touch with an experienced financial advisor in Melbourne today!