Strategic Wealth Management

Accountant · 7-11 The Avenue, Suite 234, Hurstville, New South Wales

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About us

Boutique & friendly Accounting and Financial Practice that is the one stop shop for all small to medium sized businesses. Our team is proficient in Xero & look after a wide spectrum of industries. We assist the very small clients in their set up process right through to established businesses.

Affiliations

Association of Financial Advisers
Chartered Accountants of Australia & New Zealand
National Tax & Accountants Association
The Tax Institute

Meet the team

Strategic Wealth Management advisors: 14 - Xero certifications: 14

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Janet Fischer

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Martina Wutzke

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
3 years Xerocon attendance

Nick Moustacas

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Director - Strategic Wealth Management

Strategic Wealth Management: Bank experience

Clients of Strategic Wealth Management connect to a range of banks via Xero. Strategic Wealth Management specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
ANZ (AU) Legacy Credit Cards
Airwallex
American Express (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
St George Bank (AU)
Suncorp (AU)
Westpac (AU)
Westpac (Australia) - Credit Card

Strategic Wealth Management: Industry experience

Strategic Wealth Management works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
E-commerce
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Wholesale
Media and communications

Strategic Wealth Management : App experience

Strategic Wealth Management serves clients who use 6 different apps that connect and integrate with Xero.

Connected apps

Find us

Strategic Wealth Management has an office in 1 location

Hurstville: 7-11 The Avenue, Suite 234, Hurstville, 2220, New South Wales; +61 295803353

New to Xero? Strategic Wealth Management can help

Xero is beautiful online accounting software for smaller businesses. Strategic Wealth Management can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

3 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2010

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.