Strategic Wealth Planning Shepparton Victoria

aged care

Wealth Accumulation

Planning for your future.

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aged care

Protecting your wealth

Planning for the unexpected

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aged care

Planning your Retirement

Time to do the things you want

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aged care

Aged Care

Understanding your options

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Protecting your wealth via contingency planning

Your journey through life can be unpredictable with unfortunate events occurring. Contingency planning is ensuring you have plans in place to deal with these unexpected events. From a financial planning perspective, contingency planning involves two main components; personal insurance protection and estate planning. A well constructed contingency plan will provide you with peace of mind for you and your loved ones.

• Personal Insurance Protection
Estate Planning


Investment advice

We are available to work with you on developing, implementing and reviewing investment strategies to suit your individual investment goals, needs and circumstances. The investment strategy recommended to you should bring you peace of mind and confidence of financial security for you and your family.

The team at Strategic Wealth Planning are here to assist you in achieving your investment goals such as accumulation of assets to meet identifiable future goals, children’s education funding, tax planning and portfolio diversification. In order to achieve this we utilise a range of strategies and products including:

  • regular savings plans,
  • salary sacrificing,
  • margin loan facilities,
  • managed funds,
  • share portfolios,
  • fixed term deposits

These strategies can be utilised either within or outside a superannuation structure, as applicable.

We aim to assist you to utilise your resources to best satisfy your short-term, medium-term and long-term goals (each of which have particular characteristics important to how your investment assets are allocated) utilising the strategies most suitable to you.

Call Strategic Wealth Planning on (03) 5821 2905 to ensure you get the most from your Investments

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

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