Strategic Financial Planning

Strategic Financial Planning Strategic Financial Planning
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Black and white financial advice for individuals focused on their priorities night and day.

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Money Shouts and Wealth Whispers

Our Value Proposition

Advisory Services

Your interests are our interests

Consultative Approach

We have years of experience helping clients prepare for the unknown while meeting their financial goals. 


Strategic Financial Planning

Tax Effective Strategies

Super & SMSF Advice

Business Succession

Personal Insurances

 Debt Management

Estate Planning

Consultative Approach

Your interests are our interests

Consultative Approach

We work with individuals and businesses seeking a highly engaged problem solver for a Adviser with strategy leading the decision making process on wealth accumulation, management,  maintenance, protection and succession. 


If you are seeking cookie cutter product advice, please keep seeking.


 "It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so" Mark Twain  

Your interests are our interests

Your interests are our interests

Your interests are our interests

Every successful financial advice relationship is one where honestly and transparency are a given, every successful financial plan starts with common sense, good logic and an open mind. 


Longer term, the role we seek to play is simple, act as the Trusted Adviser to  you and your next generation.

Adviser profile - Tony black

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           CERTIFIED FINANCIAL PLANNER®

                           SMSF SPECIALIST™  


Role

He acts as Trusted Adviser to SME owners, executives, professionals and their families as they seek to secure, maintain and protect their financial interests.


He excels at complex problem solving when it comes to financial situations and enjoys working closely with his clients accountants, lawyers, brokers and bankers to ensure solutions serve the best interests of his time poor clients and their families. 


Experience & Background

Tony has nearly a decade worth strategic financial advisory and consulting experience gained as a Partner / Principal Financial Consultant in a local boutique private wealth firm, Senior Manager & Private Wealth Adviser in the Equities / Private Wealth division of a Global Investment Bank and as Adviser within a national Financial Services division of one of the mid tier International Accounting & Audit firms.


Qualifications & Certifications

CERTIFIED FINANCIAL PLANNER® of the Financial Planning Association 


SMSF Specialist Adviser™ accredited by  SMSF Association


Tax (Financial) Adviser registered with Tax Practitioners Board 


Bachelor of Business (Economics & Management)


Advanced Diploma Financial Planning


Diploma of Financial Planning


ASX Listed Security accredited


Gearing / Margin Lending certified

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Contact Us

Drop us a line!

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Financial Services Guide (FSG)