Why Choose Strategy By Design?
01. Who we are?
We are a financial planning practice that focuses on strategy building. The design is based on the objective of getting you to start moving towards your future goals and eliminating existing obstacles. We aim to be your personal financial assistant who will guide you along the journey, simplify your affairs, and set clear pathway forward.
02. What we do?
Our goal is to help clients to find a most optimal solution to reach their goals. We place a strong focus on designing strategies that optimise wealth building with tax planning but at the same time have strong foundations to resist obstacles.
03. How are we different?
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.
04. How do we design the Strategy?
Designing a Strategy is one of the most crucial aspects of financial planning. When done right, it will create a solid blueprint for a construction of your wealth plan.​​
​
Our process
Step 1 – Initial consultation
This is a discovery step where we aim to understand your current situation, goals and objectives and assess what strategies we could implement to assist. This is obligation and cost free and can be done in our Sydney office or online.
Step 4 – Final strategy presentation
This is when the final blueprint is produced and presented to you. From this point we begin putting the strategy into life.
Step 2 –
Engagement
Once the decision is made to engage our services and accept our fees, we begin a detailed fact find collection process which will become our foundation.
Step 5 – Implementation
We start executing the steps of the plan. We take care of paperwork, liaise with third parties and ensure the execution is aligned exactly as per the strategy.
Step 3 – Initial strategy meeting
This is when we start refining the strategy. We show you various modelling scenarios and their potential outcomes.
Step 6 – Ongoing monitoring & review
A strategy can only be successful if it is regularly monitored, measured and re-aligned. This is the opportunity to react to changing circumstances, make course corrections and improvements while progressing towards your goals.