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?
- 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.
- Growth of assets. The financial planning process. This entails planning from your position today to maximise income and capital growth opportunities for your situation.
- 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.
- 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