Every financial plan we create is different

Your investment and financial plan should revolve around you.
We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

Annuity Strategic can provide advice covering a range of areas including:

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Fixed Monthly Income Bond

We help you maximize your financial plan by planning and preparing your taxes
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Accountancy Service

We help you maximize your financial plan by planning and preparing your taxes
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Income Bond Fund

We help you maximize your financial plan by planning and preparing your taxes
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Personal Management Company

We help you maximize your financial plan by planning and preparing your taxes
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CGT Planning

We help you maximize your financial plan by planning and preparing your taxes
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Fiduciary Management

We help you maximize your financial plan by planning and preparing your taxes
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Bridging Finance

We help you maximize your financial plan by planning and preparing your taxes
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Inheritance Tax Planning

We help you maximize your financial plan by planning and preparing your taxes
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Tax Planning

We help you maximize your financial plan by planning and preparing your taxes
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Rental Income Trust

We help you maximize your financial plan by planning and preparing your taxes
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Income Protection Trust

We help you maximize your financial plan by planning and preparing your taxes
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Asset Trust

We help you maximize your financial plan by planning and preparing your taxes
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Cash Flow Management

We can assist you to make better use of your money and become more financially successful
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Growing Wealth

As the traditional domain of financial planners, investment advice forms an important and integral part of our advice
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Risk Management & Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances
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Retirement Planning & Superannuation

We have helped hundreds of clients carefully consider their financial strategy for retirement
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Tax Planning

We help you maximize your financial plan by planning and preparing your taxes
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Investment Planning and Strategy

Professionally managed, low cost, and customized to your situation
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Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting
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Estate Planning

We help you navigate the complexities of planning the distribution of your estate

Our financial experts will custom-design your wealth management plan by focusing on the following.

  • Through years of experience as Brisbane's top financial advisors, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. Call us today at (07) 3621 4076 to schedule your free consultation!

We are sertified and licensed under:

Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

Learn more

Investment Approach

We offers customized strategies to meet the diverse investment objectives of our clients.

Learn more

Every financial strategy we create is different

Your strategic financial plan should revolve around you.
We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

Ogilvy & Haart can provide advice covering a range of areas including:

Asset Trust

Protect all your assets fully

We are able to protect your valuable assets against taxation and litigation.

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Income Protection Trust

We can reduce your taxation

Using legal and compliant structures we are able to reduce your liability to income and corporation tax.

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Rental Income Trust

Protect your rental income fully against Clause 24

Use our Rental Income Trust structure to legislate Clause 24 and keep your rental income legally tax free.

Learn more

Tax Planning

We provide tax planning advice to our clients in combination with strategies on how to build wealth.

We can help you identify all your areas of tax wastage and advise you on ways to become more tax efficient.

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Inheritance Tax Planning

Remove all inheritance tax liability

Protect yourself against inheritance tax and ensure your estate is kept for generations to come.

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Fast Bridging Finance

You're not going to want to jump through hoops to get the finance that works for you.

We get it. And we get bridging.

Fiduciary Management

Stay in control of your financial decisions

A flexible and useful tax planning tool which allows you to stay in control of your decisions and management.

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CGT Planning

Eliminate any capital gains

With careful and early tax planning, it is possible to eliminate Capital Gains Tax, and allow you to benefit from your wealth

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Personal Management Company

Own nothing, but control everything!

Provides total privacy, with only the PMC name and the name of Director(s) being recorded at Companies House.

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Fixed Monthly Income Bond

Make your money work harder.

Look to earn a regular and no-risk income return from a minimal investment with our selected partner based in London

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Our financial experts will custom-design your wealth management plan by focusing on the following.

  • Through years of experience, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. Call us today at 0333 444 0820 to schedule your free consultation!

Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

Contact Us

Investment Approach

We offers customised strategies to meet the diverse investment objectives of our clients along with our selected partner..

Learn more