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Secure your financial future

Maximising your lifestyle options during retirement


SUPERANNUATION

No matter your age, now is the best time to work towards securing your financial future by considering the benefits of the tax-effective superannuation environment.

Appropriate superannuation management is crucial in maximising your lifestyle options after you retire.

We can walk you through the maze of regulatory requirements, and help you to decide whether a self-managed superannuation fund, employer-sponsored fund, industry fund or public offer fund, is best suited to your needs.

We will also advise you on how much you should regularly contribute to your fund.

Our experts can help you to decide what to do with your rollover, or any other aspects of your superannuation needs.
We begin with a no obligation and cost-free meeting to discuss your superannuation and retirement objectives, and outline how we may be able to help you to achieve them.

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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