Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Let's Get Started

Of the 18,000 financial advisers in Australia, we are part of a select group of under 90 who can call themselves truly independent.

ASIC
Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

IFAAA
Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

CFP
Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

What We Can Do For You

We can provide advice covering a range of areas including:

Financial Advice

Comprehensive and objective advice for all your financial questions.

Learn more

Investment Planning

Professionally managed, low cost, and customized to your situation.

Learn more

Business Advice

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

Learn more
about us
Our Philosophy.

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Learn About Us
independent financial adviser

Our Team

We are CFP®s, CPAs, and CIMA®s. Most importantly, we are your go-to financial partners, working on your behalf each and every day.

Our team is large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Meet the Team

What our clients say:

testimonial author

We have found Annuity Strategic to be exactly what we have needed to manage our financial matters.

Jon and Meredith, Melbourne
testimonial author

They have been extremely helpful, and very practical, in their advice on pensions, inheritance tax planning and investment strategies.

Kathy Cerovski, Bexley North, NSW
testimonial author

Just to say thank you for the time you obviously put into my strategies.

Corrado Milano, Self Funded Retiree

No matter what stage of your financial life your are in, we can help you make the most of what you have!