Personal financial advice for Canberra clients
Canberra Strategic Financial provides holistic financial advice focussed on ensuring you make the right decisions at life’s turning points. We have a strong emphasis on maintaining an ongoing relationship to ensure that you are reaching your goals and understand the implications of choices you make. Our focus is ensuring maximum after-tax wealth creation for you on a risk-adjusted basis.
Public Sector Super
We are among only a handful of planners nationally that have an intimate understanding of defined benefit schemes and how to maximise the wealth of CSS, PSS and DFRDB members. Defined Benefit Superannuation schemes have particular characteristics that make them very advantageous in some circumstances and disadvantageous in others. They are no longer open to new members and are a valuable defensive asset around which other wealth can be built. Many financial planners have little experience in working with Defined Benefit Superannuation. They may not see how they should be used as part of an overall planning process and will often recommend a simple rollover. If modelling outcomes for a range of different family situations are not considered you could waste a large portion of your potential retirement income.
We work with you to help protect your wealth from increases in the real cost of living with an investment strategy tailored to your particular situation and financial goals. Our preference for direct investments and non-custodial services means that you remain in control of your investments and minimise your ongoing costs. This philosophy, combined with extensive market-leading research and expertise, provides valuable insight for you and a measurable, transparent return on your capital.
We are finding that more clients are seeking advice on how they can incorporate giving into their financial strategy and allocate a part of their resources to serve community and social interests beyond the needs of their family. We are able to assist in establishing tax-effective structures for giving including establishing your own foundation. We also believe that we have unprecedented opportunities to save lives and reduce suffering. By taking an evidence-based approach for carefully selecting the most effective ways to give (as we do for choosing investments) we can help you to make the biggest difference to our world and maximise your legacy.
Given the varying needs of our clients, we provide advice covering a wide range of areas. These include superannuation and retirement planning, redundancy advice and modelling, establishment and management of SMSFs, aged care advice, personal insurance, salary packaging advice and sign-off, Centrelink assistance and estate planning.
Important information about us
We create a financial model for your whole of wealth and assist in the day-to-day management of your financial affairs. We have a panel of other professionals including accountants, solicitors, mortgage brokers and auditors to make light work of often complex matters. We regularly track and report on your progress towards your goals.
Canberra Strategic Financial Pty Ltd (ACN 600 619 930), Level 1, 18 National Circuit, Barton ACT 2600 is a Corporate Authorised Representative of of Lifespan Financial Planning Pty Ltd (AFSL 229892).
The advice provided on our website is general advice only and we have not considered your personal circumstances. Before making any decision on the basis of this advice you should consider if the advice is appropriate for you based on your particular circumstances.
We have expertise in a wide range of areas
We have a depth of experience unrivalled in Canberra
We work hard to ensure the best outcomes for you
We build our advice to target what you want to achieve