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Protecting your assets and family

Ensuring a smooth transfer of wealth according to your wishes


ESTATE PLANNING

Protecting your assets and family

Careful estate planning can help ensure the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes after you are gone.
We have helped generations of families protect and pass on their wealth since 1991. Our long-term approach gives you peace of mind that your affairs will be managed with care and commitment throughout your life and beyond.

  • Preparing a will and an estate plan (including establishing any trusts)
  • Estate administration and executorial duties – to help ensure your will is executed according to your wishes and to relieve your family of the responsibility
  • Enduring powers of attorney and living wills – appointing someone to make financial decisions on your behalf in the case of unexpected illness or accident
  • Leaving a charitable legacy
  • Personal insurance cover
  • Business owner succession planning.

Areas of Advice

  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Deposit and Payment Products
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Life Products
  • Retirement Savings Accounts ("RSA") products
  • Securities (advice and services are provided through a Stockbroker)
  • Self Managed Superannuation Funds
  • Superannuation

Adviser Profile

Financiallink logoStrategic Wealth Group Pty Ltd is a corporate authorised representative of Financial Link Group Pty Ltd

OUR CONTACT DETAILS

Neville Ortega

(07) 55 279291

0419 599 540

This email address is being protected from spambots. You need JavaScript enabled to view it.

Strategic Wealth Group

Level, 15 The Corporate Centre, Bundall

(07) 55 279291

admin@strategicwealthgroup.com.au

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