We can guide you to financial peace of mind.

Participate in market growth with no risk of principal loss in down markets!

Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

Integrated Financial Planning

We can provide advice covering a range of areas including:

Retirement Planning

You have accumulated your nest egg. It may be time to protect what you have and obtain reasonable growth without any risk to your principal.

Life Insurance

Explore options to provide protection for your loved ones and a legacy to your beneficiaries.

Lifetime Income

Enjoy peace of mind with a reliable income stream for the rest of your life, regardless of how long you live.

About Us

Of the thousands of financial advisers and insurance agents in America,
we are part of a select group who can call themselves truly independent.

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Meet Our Team

Diverse views, common values and a team approach to creating better outcomes

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Our Difference

How our approach in serving our clients sets us apart from other advisory firms

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Taking the Long View

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

Top 5 Reasons

to choose Safe Harbour  Life and Annuity as your retirement planner and personal financial coach

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How We Work

Our advice philosophy is simple — we put YOU first

  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Find out more

What our clients say:

Testimonial Author 1

We have found Annuity Strategic to be exactly what we have needed to manage our financial matters.

Jon and Meredith, Melbourne
Testimonial Author 2

They have been extremely helpful, and very practical, in their advice on pensions, inheritance tax planning and investment strategies.

Ann Cerovski, Bexley North, NSW
Testimonial Author 3

Just to say thank you for the time you obviously put into my strategies.

Corrado Milano, Self Funded Retiree
Testimonial Author 4

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason Bannister, IT Professional

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total client assets under our management