About Me

Strategy By Design Wealth Planning was born out of an idea that financial planning needs to evolve together with changing needs of the consumers.​

Whilst traditional advice always centred around share portfolios, superannuation and tax planning, it left a gap in real estate investment strategies. With Sydney leading a charge in pushing home ownership further away from the reach of its younger residents, the issue is at the front of mind of every young professional and it is getting harder to ignore if we are to be realistic about building a real wealth strategy.​

Our practice has been specifically designed to cater for these changing needs. ​The clients of today are looking for solutions that incorporate share portfolios, real estate portfolios, estate planning and tax planning. We realise that they are looking for a comprehensive solution and our strategies are designed to deliver exactly that.