Complete financial planning for premium lifestyles

We provide financial planning and wealth management services for executives, business owners and professionals. With a holistic and client-first approach, we focus on your wealth so you can focus on your life.

We invest meaningful time to build long-term client relationships, the cornerstone of our success. With in-depth industry knowledge and technical expertise, our team will guide you through the complex world of private investments and comprehensive financial planning.

As your trusted financial partner, we deliver honest advice and optimum strategies. Each piece of advice is uniquely designed to maximise your wealth and meet your current and future lifestyle goals.

Financial Planning

Our comprehensive financial planning services bring clarity to the financial complexities you face, giving you the confidence to achieve your wealth objectives for life.

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Insurance Solutions

Through strategic and well-thought-out insurance strategies, we can ensure your wealth is preserved and protected when faced with unexpected and severe life events.

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Self Managed Superannuation

In an increasingly complex legislative and regulatory environment, our SMSF Specialist AdvisorsTM will guide you through the management and compliance needs of your SMSF.

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Cash Flow Modelling

Through analysis of your current and future income and expenses, we will develop a strategic management framework to guide your goal-oriented financial strategy.

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What Our Customers Are Saying

I appreciate the personalised, professional advice Platinum Strategies provides. I feel comfortable investing in your recommendations knowing my money is working for me and this gives me peace of mind.

D Metti (Business Owner)