Financial & Estate Planning

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Financial Planning and wealth management combines your current finances with a strategy to exploit opportunities that exist within Australia’s Banking, Investment, Taxation and Super systems. Our team of experts do the heavy lifting and explain the options in everyday language.

At StrategicBAS we take a research-driven approach to structuring your investment portfolio in order to balance the returns against the risk. By diversifying investments across assets classes we seek to manage short term fluctuations whilst taking advantage of the power of compounding performance over long time frames.

Our approach to estate planning is founded on the “Peace of Mind” principle. That is, by working with you to plan how you’d like to distribute your wealth you should have peace of mind that that your legacy will be left to who you intended and that key decisions won’t be left in the hands of others should the worse happen.

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