Secure Your Financial Future with Expert Advice

At Strategic Wealth Group, we provide tailored financial solutions to help you grow and protect your wealth. From superannuation and personal investments to life and income protection insurance, our expert advisors are here to guide you every step of the way.

Book a Consultation Today

About us

Trusted Financial Advisors Dedicated to Your Long-Term Success

At Strategic Wealth Group, we specialise in providing expert financial advice to Australians. Our goal is to empower you with strategies that maximise your wealth, secure your future, and give you peace of mind. Whether you’re planning for retirement, looking for investment opportunities, or protecting your loved ones with insurance, we’re here to help.

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why choose us

Trusted Expertise

At Strategic Wealth Group, we help people grow their wealth, plan for retirement, and secure their future.

Personalised Strategies

We create customised wealth and insurance solutions to secure your financial future.

Free Consultation

Get expert financial and insurance advice tailored to your needs with a no-obligation consultation.

Financial Advice

Expert Financial Advice for a Secure Future

Your financial future deserves careful planning. Our expert advisors provide strategic insights to help you make informed decisions about your wealth. From retirement planning to investment diversification, we tailor solutions to fit your unique needs.

Smart wealth-building strategies
Retirement & superannuation planning
Investment risk assessment

Get Expert Financial Guidance

Investments

Superannuation

Maximise Your Superannuation for a

Comfortable Retirement

Superannuation is the foundation of your retirement plan. We help you optimise your super strategy, ensuring you maximise returns while minimising risks.

Grow your super with expert guidance
Tax-effective superannuation strategies
Transition smoothly into retirement

Plan Your Retirement Today

Personal investments

Smart Investment Strategies for Long-Term Wealth

Building wealth requires smart investment choices. We help you navigate personal investment options that align with your financial goals and risk appetite.

Grow your super with expert guidance
Property, shares & managed funds
Tax-efficient investment strategies

Start Growing Your Wealth

Insurance

Protect your wealth and loved ones with a comprehensive insurance plan. Our advisors ensure you have the right coverage to secure your financial future.

Life insurance

Provide financial security for your family in the event of unexpected circumstances.

Protect your loved ones’ future
Tailored coverage options
Affordable and flexible policies

Total and permanent disability insurance

Total and Permanent Disability (TPD) Insurance

Cover yourself in case of a serious injury or illness that prevents you from working.

Financial protection in case of disability
Lump-sum payout for medical & living expenses
Peace of mind for you and your family

Income protection insurance

Ensure a steady income stream if you’re unable to work due to illness or injury.

Replace up to 70% of your income
Flexible coverage tailored to your needs
Maintain your lifestyle even when life takes an unexpected turn

Find the Right Insurance Plan

Testimonials

Our Client’s Experiences!

See what our clients say about Strategic Wealth Group! Read real reviews on how our expert financial and insurance solutions have helped individuals and businesses achieve security and success.

No Pressure.
Real People.
True To Our Word.

I have been a client of Strategic Wealth Group since 2017 and would highly recommend their services. Neville Ortega has assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Strategic Wealth Group and they are very happy with the service. I will definitely continue to rave about their services.

Carter John F.

I’ve found strategic wealth group to really know their stuff and any questions I’ve had have been answered in language that is easy to understand and they have made everything really easy. I’ve engaged their services since 2017 and they are second to none. Can’t recommend their services highly enough, thank you Nevie Ortega in particular for going above and beyond for your clients, it’s very much appreciated!

Nick G.

I am absolutely delighted with Strategic Wealth Group’s service. It is really refreshing to work with a financial adviser like Nevie Ortega who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. – Client since 2016

Charlie H.

Not only strategic, professional, productive and responsive, These guys are down to earth, real, friendly and personalised. Everything from word go was spoken through, explained and personalised so that I understood exactly how and why things were being done. I am in such a better position now and my future looks so much better now that these guys have worked their magic. I recommend these guys without hesitation.

Daniel G.

Neville Ortega is an energetic person providing a positive influence to those with whom he interacts. He has been in this industry now for over 25 years and has a wealth of knowledge. His professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to deal with. Book in a time with Neville at Strategic Wealth Group and see for yourself.

Carlos O.

Quite happy with the experience. Neville and the team are very friendly and welcoming, but more importantly knowledgeable about the industry, and adaptable to customer needs. Also, not on the hard sell, which is important to me. At no time did I feel like I was committing to something I was not happy with.
Would definitely recommend people to at least have a chat. If the product on offer doesn’t suit your needs, you’ve lost nothing. If it does suit your needs, you’ve gained more than it’s cost

Pat C.

Danny, Alex and Neville were all fantastic !!! Could not recommend these guys enough for all the amazing advice they have offered me in getting me closer to my dream of building my dream home.

Eliza H.

Excellent customer service, they know what they are doing. I am really happy with their great and fantastic service. Highly recommended please use this service five star.

Qazimeu Creations

Neville and his team have done everything in their capability to make the processes easy to understand and are logical and compassionate in their approach to what would otherwise be a probable harrowing experience. No jargon, no fancy industry wording no BS. Very approachable and professional staff. Alex is an angel in disguise and awesome to deal with. Can’t thank them enough for being upfront and beyond helpful to me achieving my goals.

Cecelia B.

From the first call, I was comfortable speaking with Alex, nothing was too hard, he knows his stuff and delivered what was promised, I have and will continue to advise anyone who is in need of or is “just interested” in how to better their financial situation, call SWG, I’m glad I did, and so is my family

Myk W.

I have found Strategic Wealth Group to be a knowledgeable and trustworthy business to deal with. The expertise and customer service from this team is amazing. The motivation they have given me to save and get further ahead financially has been great. I would recommend Neville and his team to anyone.

Trish B.

Book an Appointment

Plan Your Financial Future Today

Secure your financial future with expert advice from Strategic Wealth Group. Whether you need assistance with superannuation, financial planning, investments, or insurance, we’re here to help.

+61 488 844 333
happy@strategicwealthgroup.com.au
Level 15 / 2 Corporate Court, Bundall, QLD, 4217

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Secure Your Future

Book a Financial Advice Session Now

Secure your financial future with expert advice from our team. Whether you need assistance with superannuation, financial planning, insurance, or personal investments, we’re here to help. Book an appointment today and take the first step toward achieving your financial goals with confidence.

Book a Free Consultation Now