Strategic Wealth has extensive experience assisting small business owners. We get that you have entrepreneurial spirit and a willingness to take risks to reap rewards. We are able to collaborate with your other advisers and have access to experts to address key issues confronting your business. While the business usually forms a key part of your wealth, we believe it’s essential to:

  • Build wealth outside the business ensuring your financial position remains protected while the business moves the through the various stages of the economic cycle
  • Create business succession planning through careful planning and structuring
  • Establish SMSFs for tax effective investment purposes

Manage your wealth through our Private Wealth Management service where we act as the project manager to coordinate, implement and manage recommended solutions.