Michael Brandt

Strategy by Design Wealth Planning Pty Ltd

Gold
16 Yrs Experience
Sydney, NSW 2000

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strategy by Design Wealth Planning Pty Ltd

Level 15, 225 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544