Wealth Strategic

Focussed on helping the people who keep us and our families healthy. Wealth Strategic is a Financial Planning Practise specialising in helping Doctors, Specialists, Dentists, Physiotherapists and Health Professionals.

Comprising a team of financial planners, accounting & legal professionals, our aim is to:

1. Help health professionals build wealth
o through practise ownership
o through home ownership
o through purchase of their practise premises
o through other direct investment strategies

2. Help health professionals design and implement strategies for
o Tax minimisation
o Asset protection and risk minimisation
o Superannuation and Retirement including SMSF
o Debt management

Our approach is geared toward strategy and our fee for service model ensures that no fees are ever paid to us from product providers. This means our clients only invest in sound, unbiased advice and ongoing support.