Strategic Financial Advice, a financial advisor based in Essendon and servicing the wider Moonee Valley region. Our financial advisors take the guess work out of financial planning. Helping you to understand the financial strategies for a rewarding future, financial markets and the global economy. In order to provide the best possible advice to our clients.
We’re a financial planning company built on idealism and practicality. Every decision is made with our client’s best financial interest in mind. Our strategy over the last 25 years is to meet your immediate needs whilst encouraging ambitious goals and excellent outcomes in regards to your financial planning; Our aim in each situation is to provide long term value for our clients.
Dominic Murphy director of Strategic Financial Advice, joined the financial planning industry in 1994 and has seen its transition from product sales with scant regard for the client to a profession where the client’s financial needs and requirements are paramount.
As an early adopter of fee for service advice the industry is becoming more aligned with Dominic’s ethical view of the world.
He has seen the Australian economy have 27 years of uninterrupted prosperity but has experienced lows such as the Recession of the 90’s. The demise of the Tech boom in 2000 and most recently the Global Financial crisis of 2007-2008. Throughout, his advice is centered on trying to minimise risk and supporting his clients on their financial journey through all manner of ups and downs.
Dominic is part of a unique group in the financial planning industry, being both a qualified accountant and financial advisor.
What does that mean for you?
Financial accounts give insight into companies both now and into the future. This insight is invaluable in selecting investments that may be the flavour of the month today, but may not have long term prospects for the future. It also means that he has a broader understanding of strategic financial planning in the use of Trusts, Companies and other entities.
Our approach centres on the fact that what we do matters. Our financial plans are here so you can achieve your goals with less confusion, pressure and uncertainty, tailored to give you clarity and peace of mind.
Our Values as a Financial Advisor
Ethical – Our rules, standards and principles, across the board, are practiced with staunch ethics that do not and will not differ from one client to the next.
Respect – Circumstances will never determine how we treat our clients. Each of our clients is considered an asset to our firm.
Build trust – Honesty and integrity to do as we say are the cornerstone to building long lasting relationships with our clients. We find it important to take the time to get to know not only your goals and financial aspirations, but you on a personal level.
Integrity – We will always provide advice on what we know and refer clients to specialists on issues we don’t know. We only want what’s best for you
"name": "Strategic Financial Advice Pty Ltd”,
"description": "Strategic Financial Advice for financial planners who work beside you with a guiding hand and offer a ‘neutral’ style to your portfolio, aiming to maintain a consistent overall performance in rising & falling markets. We diversify across different investment styles, classes and fund managers to smooth out returns from your investments. Our aim is to assist in aligning your risk profile, ensuring underlying investments move with your risk tolerance. Financial planners at Strategic Financial Advice are adaptable to your ethical or investment choices based on environmental concerns. Our approach offers a means of spreading your funds across a wide range of investments, particularly where limited funds are available to invest.",
"streetAddress": "Suite 2, 319 Keilor Rd",
"paymentAccepted": “Visa, Mastercard, Debit”,