Strategic Wealth Planners
Despite being only in the first chapters of the 21st century, we have seen numerous sudden and unpredictable world events impact our Australian economy. And yet, despite the magnitude of the challenges we’ve faced, Australia’s economy finds new ways to thrive again and again.
We work with you to help you understand each and every element of your financial situation. You'll get expert guidance and support to create long-term strategies that help you grow your wealth and future generations.
Educate. Empower. Enrich.
We begin by listening to your greatest joys and challenges and what keeps you up at night. We will then determine your explicit goals [what you are here for] as well as your implicit [goals you may not know exist] and formulate a Financial Plan based on your personality and how you think about money and life in general.
Because life and economies are constantly changing, the Financial Plan we formulate will change along with it. Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an investment strategy that aligns with your goals and values, you can do all of that at Strategic Wealth Planners.
Our teams, providing advice to individuals and businesses, are under one roof, including tax planning and preparation, estate planning, budget planning, debt management, wealth planning, personal insurance solutions and investments. Your Planner will bring in our experienced, in-house teams to create one, coordinated bespoke financial strategy developed specifically for you and only you. This integrated approach is meant to provide the best advice possible, simplify the process and time saving efficiencies.
We are a team of Fee-Only advisors who act as fiduciaries on behalf of our clients.
Committed to putting your interests first: Knowing that you have strategic advice formulated and designed to last during your life and beyond from a Planner dedicated to advocating for your individual or business needs can make all the difference.
Fee for Service: As Fee for Service Planners, we never accept commissions for any client investing, be it private, account based pension or superannuation. We do not sell investment products as this was abolished by ASIC under Regulatory Guide 246 banning Conflicted Remuneration. These bans included-
- commissions, and;
- volume based bonuses both from a Licensee or Investment Platform.
Our investment decisions are purely based on what will help our client reach their goals in the best way possible, not what will pay us the biggest commission. As fee-for-service Planners, our interests are aligned with our client’s interests.
Abide by the FPA Code: Being an Affiliate Member of the FPA, Robert Dekkan is required to uphold the highest standards in his dealing with clients, other professionals and regulators. He must abide by the FPA Code of Conduct which includes principles such as Integrity, Objectivity and Diligence.
Fiduciary Standard: A Financial Planner held to a fiduciary standard occupies a position of special trust and confidence when working with a client. As fiduciaries, we are required to act with undivided loyalty on behalf of our clients. This includes disclosure of how we are compensated and any potential conflicts of interest.
No Custody of Assets: All assets managed by us are held in Trust by the relevant institution that you own an account with. While we direct the day-to-day management of our client assets, we have no ability to withdraw or use any of our client’s assets whatsoever. Only clients exclusively can do that.
Transparency: You have online access to your accounts depending on the Investment platform we recommend you. You can download an App or log-in to our Client Portal and you have full visibility of your accounts and can monitor your assets at any time and from any place. Client statements are provided at client review meetings additionally, we provide you with half-yearly or ad-hoc statements and supplemental account information as required.
How we do it
Strategic Financial Planners
At Strategic Wealth, we always start with getting to know you. Not surface level you, but the real you and what drives you. It informs the conversations we then have about wealth creation, investing and retirement planning.
FINANCIAL ROAD MAP INTERVIEW
Financial planning is about so much more than money. The first thing you’ll notice is we start with really getting to know you. The FRMI is an open and honest conversation…
RESEARCH & ANALYSIS
Informed by our conversations with you, we take a detailed exploration of your financial position from debt levels, to cash flow, tax structure, superannuation…
This research and analysis will provide the information we need to develop a financial strategy for you that is clear, measurable and achievable…
ADVICE PRESENTATION MEETING
The measure of our success is when the strategy aligns with your deeply held values and goals. Where we take your financial decisions and management from a feeling…
IMPLEMENTATION & MANAGEMENT
After making any requested adjustments
to your strategy, our team will commence implementing your financial plan. Now we start the process of getting your…
REVIEWS & ONGOING ADVISORY
We don’t just settle for the ‘best-laid plans’. We work hard behind the scenes to monitor and manage the intricacies of your investment strategy and growing your wealth…
Meet Our Team