Canberra Strategic Financial 18 National Circuit, Barton, Australian Capital Territory 2600

Welcome to Canberra Strategic Financial, located at 18 National Circuit in Barton, Australia. As an establishment dedicated to finance, we strive to be a point of interest for individuals seeking holistic financial advice during life's pivotal moments. Our main objective is to ensure that you make informed decisions that align with your goals, while also understanding the implications of these choices.

At Canberra Strategic Financial, we place a strong emphasis on maintaining an ongoing relationship with our clients. This allows us to continuously assess your progress and ensure that you are on track to achieve your desired outcomes. Our ultimate focus is on maximizing your after-tax wealth creation, all while managing risk effectively.

One area in which we specialize is working with defined benefit schemes, specifically CSS, PSS, and DFRDB. These schemes have unique characteristics that can be advantageous or disadvantageous depending on the circumstances. Our team possesses an intimate understanding of these schemes and can provide expert advice on how to maximize your wealth within them. Many financial planners lack this expertise and may overlook the potential benefits of defined benefit superannuation. By considering a range of different family situations, we can help you avoid wasting a significant portion of your potential retirement income.

Another key aspect of our services is helping you protect your wealth from the real cost of living increases. We develop customized investment strategies tailored to your specific situation and financial goals. Our preference for direct investments and non-custodial services ensures that you remain in control of your investments and minimize ongoing costs. With extensive market-leading research and expertise, we provide valuable insights and a measurable, transparent return on your capital.

In addition to traditional financial planning, we have noticed an increasing demand from our clients for advice on incorporating giving into their financial strategies. We can assist you in establishing tax-effective structures for charitable giving, including the creation of your own foundation. We believe that we have unparalleled opportunities to save lives and reduce suffering, and we take an evidence-based approach to selecting the most impactful ways to give. By aligning our giving strategies with our investment strategies, we can help you make a significant difference in the world and leave a lasting legacy.

Given the diverse needs of our clients, we offer advice covering a wide range of areas. These include superannuation and retirement planning, redundancy advice and modeling, establishment and management of self-managed super funds (SMSFs), aged care advice, personal insurance, salary packaging advice and sign-off, Centrelink assistance, and estate planning.

At Canberra Strategic Financial, we are committed to providing comprehensive and tailored financial advice that empowers you to make the right decisions and achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.