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

John Stevens
Licence from ASIC

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

Professional Practice
Member of IFAAA

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

Megaphone
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.

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Investment Planning

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

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Business Advice

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

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Calculation
Our Philosophy.

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

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

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Pie Chart

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:

Family

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

Jon and Meredith, Melbourne
Family

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

Jon and Meredith, Melbourne
Family

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

Jon and Meredith, Melbourne
Family

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

Jon and Meredith, Melbourne

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