We trace our roots back to 1982, when Richard Smart started Annuity Consulting, a tax and accounting firm.

The mission was to maximize the financial well-being of anyone who entrusted him with their financial affairs. Annuity Consulting built its business upon that philosophy and goal.

During the late 1990s, many clients had financial situations that were becoming more complex. As a trusted advisor, Annuity Consulting was increasingly approached for financial advice that was unrelated to taxes or accounting. Annuity Strategic was born out of those clients' needs.

In 1998, Annuity Strategic was founded in order to provide comprehensive financial planning and objective investment advice. Certified Financial Planners (CFPs) were brought onto the team to serve our client's financial planning needs.


Our Success in Numbers

Since its inception, Annuity Strategic has flourished in numerous avenues:

  • The team has doubled from 4 members to 8
  • Assets under management exceed $300 million, a healthy increase from the original $53,410,750
  • We opened with 144 clients and the family is now 300 strong

Milestones In Our History

Since 1998 we have built a company that has helped to make a difference to people's lives.

The beginning

Annuity Strategic was officially formed on November 11th 1998 by four colleagues who had worked together with Richard Smart at Annuity Consulting, a tax and accounting firm. They chose the name "Annuity Strategic" as it embodied the aspirational culture of what they hoped to achieve, one of combined wisdom, teamwork and collective expertise.

Specialising on financial planning

This year marked our decision to focus entirely on financial planning and objective investment advice. Prior to this we had worked in a number of different sectors, but this focus gave us the opportunity to explore our true potential in providing services that could make a real difference to people's lives.

Moving to our current office

Our office in Toowoomba were unexpectedly sold to a new owner so we had to set about finding a new home. As we continued to grow our staff, later that year we moved into our current office space in Brisbane.

Continued growth

On November 11th 2016, we celebrated our 18th birthday. We are proud to be where we are today and proud to celebrate 18 years of teamwork. We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.


Awards & Recognition

Annuity Strategic is widely recognized for its excellent service, client dedication and community commitment.

  • 2015 — Money Management, Financial Planner of the Year
  • 2014 — Recognized as one of the Top Green Companies in Australia by Newsweek magazine
  • 2012 — Smart Investor Masterclass for Financial Planning
  • 2009 — FPA Value of Advice award, Finalist

We are experts because we have been at this for a very long time.

Today, we continue to offer both comprehensive financial planning and objective investment advice.

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