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Member since :
13 Aug 2024
Manually reviewed :
14 Aug 2024
Last updated :
13 Aug 2024
About Strategic Wealth Partners
At Strategic Wealth Partners, we specialise in retirement planning, focusing on helping successful professionals over the age of 50 reduce taxes, invest smarter, and retire on their terms.
Our mission is to empower our clients to achieve their financial and life goals through personalised, comprehensive financial planning and investment management.
We strive to provide the expert guidance, innovative solutions and unparalleled service necessary to build and protect wealth for a lifetime.
We are dedicated to helping our clients navigate life transitions with confidence and financial security, allowing them to live the life they've always wanted.
I am delighted to recommend Strategic Wealth Partners, with special mention to my financial adviser, Amyr Rocha Lima. As a retiree who initially felt overwhelmed by managing my financial affairs, I feel incredibly fortunate to have been introduced to them by a long-standing client. Amyr's approach to my financial planning needs has been truly transformative. His outstanding service, excellent communication skills, and careful attention to crafting a financial plan tailored to my circumstances are truly commendable. Amyr's expertise and integrity, coupled with his transparency in explaining potential risks, have given me a sense of security and confidence in my financial choices.
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