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Integrated Financial Planning
We can provide advice covering a range of areas including:
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Cash Flow Management
We assist you to make better use of your money and become financially successful.
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Personal Insurance
Our personal insurance guide explains the different ways you can cover your finances.
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Retirement Planning
We have helped hundreds of clients carefully consider their financial strategy for retirement.
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Tax Planning
We help you maximize your financial plan by planning and preparing your taxes.
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Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation.
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Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting.
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About Us
Of the 18,000 financial advisers in Australia,
we are part of a select group of under 90 who can call themselves truly independent.
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Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
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Our Difference
How our approach in serving our clients sets us apart from other advisory firms
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Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
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Top 5 Reasons
to choose Annuity Strategic as your financial advisor and personal financial coach
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How We Work
Our advice philosophy is simple — we put YOU first
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- As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
- We are a boutique firm and we thrive on building long-term relationships with our clients.
- Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
- We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
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What our clients say:
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Latest News
Latest insights from Annuity Strategic
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