Strategic Wealth Planning Shepparton Victoria

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Wealth Accumulation

Planning for your future.

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Protecting your wealth

Planning for the unexpected

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Planning your Retirement

Time to do the things you want

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Aged Care

Understanding your options

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About Us

Strategic Wealth Planning Pty Ltd was founded in 2002 and is a small boutique financial planning practice located in Shepparton, Victoria. Strategic Wealth Planning Pty Ltd provides financial planning advice under a licence held by Lonsdale Financial Group Limited, an Australian Financial Services Licensee.

We are a client focussed financial planning business and have an experienced team of financial advisers who are able to provide you with advice that is tailored to your individual circumstances. Areas of advice we offer include:

  • Investment advice including managed funds, direct shares and fixed interest
  • Self-managed superannuation funds advice
  • Superannuation advice
  • Personal insurance including life insurance, disability insurance, trauma and income protection
  • Retirement planning
  • Estate Planning
  • Centrelink planning
  • Aged Care planning
  • Redundancy planning
  • Salary packaging
  • Debt strategies

 

Our specialised services are designed to focus on your lifestyle and financial planning needs and objectives, and are based on three key principles.

Systematic Strategic Planning:

This involves analysing your situation, identifying your goals and lifestyle requirements, testing alternative optional strategies, selecting suitable strategies and, where applicable, recommending investments and establishing an agreed portfolio.

Continuing Client Support:

To accommodate your changing circumstances and needs over time, both your individual strategy and investments are regularly reviewed taking into account current and expected economic and legislative developments.

Fee for Service:

To ensure flexible portfolio management and value for money, we offer a fee for service arrangement.

We believe a successful financial planning relationship ensures:

Control

We will help you define your financial goals and develop a plan to achieve them. That means you can take control of your future and set a clear direction of where you want to go and how to get there.

Comfort

Once your plan is established and implemented you should be comfortable that your financial strategies are working well. We then regularly review them to ensure that all is going to plan.

Trust

By entrusting your financial security to us you gain access to our expertise. We will use this to develop the most appropriate financial strategies to meet your goals. Best of all, we will take the emotion out of making important financial decisions.

Understanding

We will work to ensure that your assets and estate are appropriately protected. This will give you peace of mind for your retirement, for any life changes or if something unexpected arises.

Our Planning Process

Before we start the planning process, we believe it is vital that we gain a thorough understanding of your goals, needs and expectations.

Strategic Wealth Planning Pty Ltd’s philosophy is to know our clients and understand their lifestyle needs and expectations so that we can take a well-informed role in managing their financial affairs. We believe that if we work toward their goals as our own, we can deliver the financial outcomes they seek.

The planning process occurs over several stages as illustrated below.

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Meet the Team

When you work with Strategic Wealth Planning Pty Ltd, you are working with a complete client services team, and not just one Financial Adviser.

Our whole team is committed to working with you in order to understand and then help you achieve your lifestyle goals.

The members of the team are as follows:

 Bryce

Bryce Collins

Position: Financial Planner
Qualifications:
Certified Financial Planner
Bachelor of Business
Diploma of Financial Planning

Bryce has been with Strategic Wealth Planning Pty Ltd for over eighteen years and is a Director of the firm. Bryce’s main role is in the preparation of comprehensive financial plans and general financial planning advice.

 Denis

Denis Heenan

Position: Associate Financial Planner
Qualifications:
Certified Financial Planner
Diploma of Financial Planning

Denis joined the organisation in 2002. Denis has a wealth of financial services experience having worked with several fund managers. Denis is primarily responsible for preparing financial plans, general financial planning advice and the provision of review services.

 Maree

Maree Ingram

Position: Administration Assistant
Qualifications:
 Diploma of Financial Planning

Maree joined Strategic Wealth Planning Pty Ltd in 2007 and her role is to provide administration support to the financial planning team.

 Sonja

Sonja Dewar

Position: Administration Assistant  

Sonja joined Strategic Wealth Planning Pty Ltd in 2013 and her role is to provide administration support to the financial planning team.

lonsdale


Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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