We can guide you to financial peace of mind.

Fee-only financial planning & investing for today's professionals.

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Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

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Integrated Financial Planning

We can provide advice covering a range of areas including:

Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Planning

We help you maximize your financial plan by planning and preparing your taxes.

Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

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

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

  • 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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