Wealth Management

Take the first step... towards the lifestyle you want.

The sooner you start, the more you’ll have

Everyone’s financial picture looks different. Maximising opportunities and realising your financial potential takes a strategic approach and structured plan that takes every aspect of your life into consideration.

Our Strategic Wealth Planners are passionate about uncovering the possibilities that allow clients to achieve financial freedom. We do more than crunch the numbers – we take a comprehensive look at your existing financial portfolio and show you how you can efficiently and effectively manage your finances for optimal outcomes.

Your Financial Potential

Your initial consultation is free, so you have nothing to lose. The question is: what could you gain?

  • Investment Advice
  • Retirement Planning
  • Insurance including life and income protection
  • Superannuation including SMSF
  • Asset Protection
  • Intergenerational estate planning
  • Finance and Lending

Invite us along on your financial journey, you’ll be amazed just how far our expert guidance can take you. Contact us at info@rjswm.com.au or on (03) 9794 0010.

2024 Fringe Benefits Tax Questionnaire

We have prepared the 2024 FBT questionnaire for you. This is an editable PDF document that allows you to choose the most convenient method of completion.


Land Tax Apportionment in Victoria

In a significant shift in property taxation, the State Government of Victoria has introduced new legislation, effective from 1 January 2024, that impacts the apportionment of land tax during property transactions. This change, part of the State Taxation Acts and Other Acts Amendment Act 2023, brings about a notable alteration in the way land tax is handled at the time of property sale.


Rental Property Taxation Guide 2023

This guide explains HOW to treat rental income & WHAT expenses you can claim.


3 Tips to Increase Your Tax Refund

We share some ideas to help you increase your tax refund


Rental Property Update May 2023

Claim all entitled deductions by requesting our free Rental Property Guide. Property values in Capital Cities dipped 8.4% in 12 months but recently rebounded with a 1.4% increase. Rents surged 10.1% in 12 months across all Capital cities. Download guide and check out the rental property update for Australia here.


Real Cost of Labour Calculator

A free spreadsheet to determine fixed costs, operating costs, growth profit, and overall profit for your business.


Electric Vehicles - Common Questions Answered

We've compiled a list of frequently asked questions about electric vehicles and their tax implications in Australia. If you're unsure about how your EV affects your taxes, this resource provides answers to help you make informed decisions.


Professional Sportspeople


Engagement Notice

This Engagement Notice is to confirm our understanding of the terms of our engagement and the nature and limitations of the services that we provide for our clients.


RJ Sanderson - We speak your language


We’re certified advisors

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