Strategic Financial Management

Strategic Financial Management is one of the biggest financial advisory service providers in Australia. Headquartered at Victoria it was established in the year 1995. It strives to provide the maximum possible variety of services to its clients.

About Strategic Financial Management

Strategic Financial Management deals in financial advisory services. It is a privately held company, which was incorporated in 1995. Strategic Financial Management aims at expanding its business horizons and also serves the consumers to the best of its abilities. Strategic Financial Management helps the clients to achieve the desired level of financial success by giving them the best possible quality of services.

Products and Services of Strategic Financial Management

As per the financial services license that has been provided to Strategic Financial Management by the concerned authorities in Australia, the company is permitted to deal in the following products and services:

• Retirement savings accounts
• Superannuation
• Deposit products
• Securities
• Interests in managed investment schemes
• Derivatives
• Life insurance products
• Government debentures, stocks and bonds

However, Strategic Financial Management actually provides its services and advices in the following areas:

• Plans for collection of wealth. It includes remuneration planning.
• Life insurance
• Reasonable benefit limits
• Estate planning
• Gearing - borrowing for the purposes of investment
• Benefit projections
• Super surcharge
• Taxation considerations. It includes the analysis of the replacement structures of investment. This includes the super, the partnerships, the companies, and the trusts.
• Banking and finance
• Investments in direct shares, property and property trusts, share trusts or managed investments. This service also includes advices on asset allocation.
• Strategies for protection of wealth
• Superannuation - This service includes super income streams and self managed super funds

Contact Details of Strategic Financial Management

Strategic Financial Management
Suite 1/1 Milton Pde Malvern VIC 3144

Telephone Number - (03) 9824 8886
Fax Number - (03) 9824 8066