Strategic Financial Services

Home & Investment Loans

Buying a home can be a very emotional experience. Finding the perfect fit for you and your family can be challenging enough without having to worry about the burden of finance. At Strategic we understand this only too well. Through our unique and comprehensive process, we ensure that we provide you with the correct solution in the most timely manner.


An investment property is very different to a home, as is the financial structure required to make it a successful undertaking. A comprehensive assessment of a client’s situation is required to ensure that the property and finance is appropriate in terms of achieving their personal objectives. At Strategic, our business process is unique to the marketplace and is ideally suited to ensuring the successful acquisition of an investment. We create a detailed and structured analysis of your personal cash flow to ensure a tailored and optimal outcome.

Our team of professionals have undergone or currently are completing qualifications at industry recognised institutions. We have developed a unique process that leverages the unique skills of each team member to achieve a successful outcome on your behalf. Due diligence is conducted with the highest degree of professionalism to ensure that all aspects of the transaction are assessed in detail with regards to your property to ensure that you make a positive investment that complements your portfolio.

As your trusted finance advisors our commitment to you includes:

Commercial Finance

At Strategic, our team of professionals have a wealth of experience in the field of commercial and business finance and understand the internal workings of lenders. As a commercial and business finance broker, Strategic Advisory is accredited with all major banks and a number of specialist commercial/business lenders. Success in negotiation of commercial and business finance is largely based on experience and strong relationships built over many years – this is where our strength lies.

We help you evaluate and work through all the various strategies available to you. Your outcome will vary significantly without the services of a broker for transactions as banks will act in their own interests when structuring your financing option. Our role is to steer you in the most beneficial direction for you – and not the bank. We also review your business situation on a regular basis in order to determine whether changing life circumstances require attention from a finance perspective.

Our expertise in commercial and business finance includes:

speak to someone real

Property Development Finance

The right financial structure is the cornerstone of any successful development. Maximising opportunity by having the appropriate availability of funds will ensure that a project is carried out efficiently with the correct cash flow in place to avoid holding costs and ensure timely delivery takes place. Our team of knowledgeable professionals at Strategic Advisory has a comprehensive understanding of property, finance and other relevant fields. 

We are able to oversee your development project and ensure that all stakeholders act in unison to achieve a common objective. We can guide you through the entire process, starting from identifying a potential site and securing the appropriate financial instrument, to helping you in tenanting the completed product. Strategic will be there with you every step of the way assisting in completing and protecting your investment.

With our specialist knowledge, network and experience we will be able to assist you in:

Self-Managed Superannuation Funding

A Self-Managed Superannuation Fund or SMSF is an entity that is set up with the purpose of providing its members with retirement benefits. An SMSF can have up to four members who may or may not be related such as a spouse, family member, business partner or friend, over the age of 18. An SMSF operates in the same way as an existing superannuation fund but you are able to choose how to invest the money within the legislative rules. An SMSF is established upon the execution of a trust deed and a corporate trustee may be appointed to provide strategy.

Some advantages of using a SMSF are:

The Superannuation Industry Supervision Act 1993 was amended in 2007 to allow Self-Managed Superannuation Funds (SMSF) to buy property and borrow money within their SMSF. More Australians are discovering the power of using their SMSF to diversify their investment portfolios to gain leverage, tax advantages and other benefits.

We are able to assist you in obtaining the finance required and guide you through the entire process in conjunction with the use of other specialists if required. As SMSF loan specialists we are aware of a multitude of strategies and loan products to ensure you optimise your property purchase within your SMSF.

Medico Policy

Strategic Medico specialise in the field of finance for both specialist and alternative medical professionals.

We cater to the largest variety of practitioners in the industry.