Strategic Financial Management Solutions


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Address: Level 2, 15 Queen Street, Melbourne, VIC 3000
Inner Melbourne, Melbourne Metro
Tel: 03 8610 1777
Fax: 03 9620 7838

About Strategic Financial Management Solutions

At Strategic Financial, we have developed a team that specialises in providing expert risk management and personal insurance advice to individuals and small businesses. For individuals, our team can help you work through the insurance maze and ensure that your financial position is appropriately protected, both now and in the future. For small businesses, we have developed expertise in the important, complex niche area of succession planning for partnerships.

When it comes to insurance, there is much to consider to ensure you get the appropriate level of cover for your situation. At Strategic Wealth, we work closely with you to understand your circumstances and engage insurance experts, where needed, for your peace of mind.

We believe Executives should consider incorporating Life Insurance, Total and Permanent Disability (TPD), Income Protection and Trauma cover in their personal insurance strategy, while a non-working spouse should have Life/TPD and Trauma cover.


Products & services

Critical Illness (Trauma)


This is the cover insurers are most likely to claim, with most claims relating to cancer. The level of cover Read more

Income Protection


Depending on your cashflow position, Strategic Wealth can arrange this cover via super or externally. Income Protection should include a Read more

Total and Permanent Disability


This can be reduced where there is already an appropriate level of Income Protection to ensure debt-free living. In addition, Read more

Life Insurance


This should extinguish all debt so your family is left debt-free, and with a lump sum to invest to provide Read more

Revenue protection


  Ensures revenue for business continuity in the event that a health or life related event occurs to the main Read more

Asset protection


Gives you and your business partners assurance that all loan guarantees are extinguished for all business related debts. Read more

Ownership protection


Gives you or your estate the ‘fair value’ of the business share in the event of a serious health or Read more

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