Stretton Wealth Management

ABOUT US

Stretton Wealth Management is never product driven;

our focus is on our clients and their objectives.

We understand that everyone’s situation is unique. That’s why SWM advisers take the time with our clients to clearly understand what they would like to achieve. Our holistic Goal-Based approach with regular monitoring and communication ensures our clients are maximising their potential wealth.

Stretton Wealth Management advisers pride themselves in maintaining a high level of professionalism and ethical standards to deliver the latest and most effective strategies.

Our friendly client-centric approach ensures delivery of strategies in a simple easy to understand manner and we aim to develop a long – term relationship to guide you through to achieving your goals.
Why not see how a SWM adviser can help you today?

OUR SERVICES

SUPERANNUATION & RETIREMENT PLANNING

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Maximise your nest egg and plan your retirement with the right strategy.
INVESTMENT MANAGEMENT

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TAILOR YOUR PORTFOLIO TO REFLECT YOUR RISK TOLERANCE AND GOALS WHILST ADJUSTING TO MARKET INDICATORS.
DEBT STRUCTURING & BUDGET MANAGEMENT

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Structure debt effectively to increase wealth and aim to achieve your financial goals.
INSURANCE& RISK MANAGEMENT

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Compliment your plan with the right risk mitigation strategies in the event the unforseen occurs.
TAX

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UTILISE TAX EFFECTIVE STRUCTURES AND STRATEGIES TO MAXIMISE YOUR NET FINANCIAL POSITION.
SMSF SELF MANAGED SUPERFUND

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Is SMSF right for you? Discuss the possibility of taking control of your superannuation. Already have an SMSF? Are you getting the most out it? Let us take a look.

Here are the three little things that makes us special

Boutique

You are not just a number to us. Every client is important at Stretton Wealth Management and we aim to provide exceptional service to each and every client.

Goals Focused

Never product focused. We want to ensure that you are not ending up with something that you didn’t intend on having.

We are moving from zero to one

Not from one to one hundred. That means we are focused on setting achievable goals and celebrating with you once you’ve achieved them.

WHO NEEDS ADVICE

Financial Planning is for everyone and there is no minimum amount to consider receiving advice. Financial advice will often provide an individual or family with a strategy to add significant value.

SWM clients come from all walks of life and are in different stages. These include professionals, business owners, students, Mums and Dads, and retirees.

Where SWM cannot add value or improve your situation we acknowledge this with our clients and won’t try to force change.

WHAT WE DO

Stretton Wealth Management is a holistic ‘Goal -based’ advice firm that is not product driven. SWM is constantly researching and sourcing appropriate strategies and products which puts the client’s best interest first.

As a SWM client, we are confident you will enjoy a strong open relationship with an experienced adviser with a focus on working towards your financial well-being.

The people who have trusted us so far

We have had a wonderful experience with Omar during our changeover of Super Fund.
He has been a delight to work with nothing was too difficult, he was very happy to come out and see us during the evening.
It was a smooth transition.
We are very happy to recommend Omar to anyone, he is an asset to your company.

Victor & Karen H

Omar was able to identify that I was able to make a claim through my superannuation. Omar was able to complete the claim on my behalf and produce a successful outcome which has helped my family and I. I would highly recommend Stretton Wealth Management or anyone seeking personal financial attention.

Stephanie L

This is what Financial advisers should do! Omar was able to come to our home and explain to us in a manner I could understand and unlike my other advisers he has kept regular contact and provided us with updates. Now I feel like I know where I am with my finances.

Emmanuel T