As founder of Strategic Wealth Group, Neville helps successful business owners, professionals and all other clients and their families develop a “blue print” life plan and become financially well organised. Since June 1991 he has been a keen participant of industry change from product-based advice to a holistic approach to client affairs. Away from work Neville enjoys playing sport and spending time with family and friends.
Qualifications/Memberships
- Advanced Diploma of Financial Planning (Financial Planning Association)
- Self Managed Superannuation Funds (Kaplan Professional)
- Tax Practitioners Board – Registered (financial) Adviser
- Association of Financial Advisers – Practitioner member
Areas of expertise
- Asset Protection and Business Structures
- Business Succession
- Estate Planning
- Insurance advice for individuals and business owners
- Retirement Planning and Pensions
- Self Managed Superannuation Funds (SMSF)
- Superannuation
- Tax Effective Wealth Strategies
- Wealth Creation
- Small to Medium Enterprises (SME)
- Debt Management
- Investment and Portfolio Construction
- Divorce and Financial Settlements
- Strategic Financial Advice
- Key Person Insurance Strategies
Experience
- Founder and Director of Strategic Wealth Group
- Over 25 years wealth management experience
- Regarded as an adviser who introduced genuine professional, fee for service advice in the Wealth Management Industry
Testimonials
The importance of securing you and your family’s financial future cannot be understated. Like many people, I simply do not have the time nor knowledge, so finding someone you can trust to manage this planning can be quite daunting. We were fortunate to be referred to Strategic Wealth Group by our finance broker.
Strategic Wealth Group are a knowledgeable, honest, and importantly friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning. Neville Ortega provided our family with peace of mind and comfort knowing our affairs are in safe hands. This is the best security of all! Dr. Melwyn Dawson
We are in the accumulation phase of our lives, being in our 40’s and business operators. Strategic Wealth Group has guided us through the most important facets of financial planning, namely, Insurance Planning, Retirement planning, estate planning and Tax minimisation strategies. We first met Neville in June of 2010 and he put together our financial “blue print”step by step. He has this ability to explain the most complex ideas in very simple terms. We could not recommed Neville Ortega more highly
Mr. Gavin Irons
Neville Ortega at Strategic Wealth Group has been our financial adviser for the past 13 years. He has been responsible for drawing up our “Wealth Plan ” and the implementation thereof as well as managing our Insurance and Estate planning for a complex Business and Trust structure. We can highly recommend Neville as very knowledgeable, diligent and he always works with integrity to achieve the best possible outcomes for his clients.
Ms. Meg Roper
Quick Contact
OUR CONTACT DETAILS
Neville Ortega
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Strategic Wealth Group
Level, 15 The Corporate Centre, Bundall