Strategic Wealth

We’ve had an excellent experience working with Nick Zvezdakoski at Strategic Wealth. His knowledge, professionalism, and genuine care for his clients really stands out. From the beginning, Nick has provided informed and thoughtful advice, paired with a priority of getting to know us individually. This ensured our financial strategic plan was a collaborative approach and tailored to our needs. His ongoing support with the implementation of our plan has given us a great deal of confidence in our financial future, and we truly thank him for his patience and insight. What we appreciate most is how approachable and reliable he is. He takes the time to explain things clearly, is always available when needed, and consistently provides a high level of service. We’re incredibly happy with the guidance and support Nick continues to provide and would highly recommend him and Strategic Wealth to anyone looking for a trusted financial advisor.

We have been with the team at Strategic Wealth for over 20 years, including through the GFC and Covid, and through life events such as redundancy and cancer. From advice on the sorts of insurance we needed to protect our family at different life stages, to savings and investment strategies that support our goals and move with us through life, this has been a productive partnership, one that we are very pleased we have in place.

Have received excellent advice & assistance from Strategic Wealth. They have aided us with an inheritance & transitioning to retirement. Their advice is explained clearly, they have ensured minimising tax & costs & ensured we have been able to accomplish what we wanted. We feel confident in our future thanks to their work

We’re really please with the service and advice we’ve received from Nick and the team at Strategic Wealth. We went in with some pretty clear goals (some of which felt ambitious) and feel like already we’re on a strong path toward achieving them. Nick is responsive, attentive and really patient and clear in talking us through some of the more complex issues that are a bit of a challenge for us. We just feel like we’ve got someone alongside us as we strive to set up a secure future.

Strategic Wealth were recommended by a friend in the superannuation industry to support our SMSF and guide our financial transition from a professional couple into retirement. After four years with the firm, we have retired and feel comfortable and well informed about our financial outlook. Mike Jeffs and his team provide sound financial planning advice and follow through with integrity, professionalism, and efficient implementation of agreed actions. They have a genuine interest in our family and appreciate our approach to risk and our financial requirements. We enjoy working with the firm secure in the knowledge that they have the capability and communication skills to support the decisions on our financial future.

Mike and Andrew more recently have a terrific knowledge of our families financial situation. They are v knowledgeable and always available for advice and have carefully prepared Jann and I for retirement . They have overseen our self managed superannuation fund and liased closely with our accountants and educated us each time there are changes needing finessing to our affairs. We recommend Strategic Wealth unreservedly and enjoy our relationship with all the staff who help us , Dr. Tim Shepherd and Jann Shepherd Moruya NSW

Michael and Andrew (and their team) are exceptionally knowledgeable about financial matters. They were very helpful to us in explaining the various components of our financial affairs, as well as in aiding us to achieve our lifestyle goals through adept financial management. In addition, they are both warm, friendly and genuine people and run Strategic Wealth in a "people-centred" manner.