07 5527 9291 07 5527 9291 This email address is being protected from spambots. You need JavaScript enabled to view it.

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OUR VALUE PROPOSITION

We leave no gaps in your circumstances

Our Value Proposition

Most aspects of modern life are contingent upon Wealth Creation, the Law and Taxation. As a result the following professionals and their individual expertise are necessary to comprehensively support every one of our clients. We help our clients with financial and non-financial matters.

❖ A Financial Adviser
❖ A Lawyer
❖ An Accountant 


The areas of advice involve the following:
❖ Wealth Creation through numerous strategies, dependent upon the client's circumstances
❖ Legal advice concentrating on Estate Planning and Asset Protection
❖ Taxation advice utilising structures and entities to minimise tax 


At Strategic Wealth Group we surround our clients by these three professionals. Our value proposition therefore, encompasses advice from all three professionals which leaves no holes in a client’s circumstance. We deliver this advice on a fee for service basis and consequently review them yearly to ensure all changes in laws pertaining to all matters are kept updated continuously through the financial years.
Our ultimate objective is to enrich the lives of our clients in every possible way pertaining to these areas of expertise and thereby give them the highest degree of probability in achieving their needs and objectives.

The specific areas of advice we give to all of our clients are:
❖ Asset Protection and Business Structures
❖ Tax Effective Wealth Strategies and Wealth Creation
❖ Estate Planning
❖ Insurance advice for individuals and business owners, Life and Disability Insurance
❖ Superannuation and Self-Managed Superannuation Funds (SMSF)
❖ Investment and Portfolio Construction
❖ Key Person Insurance Strategies
❖ Business Succession
❖ Retirement Planning and Pensions

Please feel free to engage with us at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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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