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

position stick rightmiddle

Strategic Wealth Group Profile

INTRODUCTION

Strategic Wealth Group is a financial planning company based on the Gold Coast with clients from all over Australia. We provide services in the area of Self-Managed Superannuation, Investment strategies, Asset protection, Risk Management and Estate Planning. Strategic Wealth Group prides itself with the personal relationship that is established with all our clients.

WHY HAVE WE DONE THIS

We have a Duty of Care to surround our clients by premium professionals ensuring they receive comprehensive Financial, Estate Planning and Asset Protection advice. Experience has shown us that true comprehensive advice can only be delivered within the trinity of professionals comprising of an Accountant, a Solicitor and the Financial Planner working together to best meet all of the needs and objectives of our clients. Hence, we have formulated professional relationships with a number of the above professions to achieve this. All our professionals are fully accredited in their individual area of expertise.

WHAT DOES ESTATE & FINANCIAL PLANNING INVOLVE?

  1. Self Managed Superannuation. Increasingly Australians are now taking control of the most important asset held in their name. A SMSF gives total control, and flexibility as to where and how these funds are invested such that it grows and therefore, provides financial security in retirement.
  2. Growth of assets. The financial planning process. This entails planning from your position today to maximise income and capital growth opportunities for your situation.
  3. Insurance. Insurance marks the cornerstone of financial planning and provides financial security "now". This includes Life Insurance, Total & Permanent Disability, Trauma Insurance and most importantly Income Protection.
  4. Distributions of assets. Upon your death to future intended beneficiaries, taking into account your current assets, structure and personal wealth. Protecting and minimising the risk to the

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

Go to top