Strategic Wealth Group
About the Business
Welcome to Strategic Wealth Group, a premier establishment in the heart of Bundall, Australia. Situated on Corporate Court, 2, our institution is a trusted name in the finance industry and a prominent point of interest for individuals and businesses alike.
At Strategic Wealth Group, we understand that financial success is not merely about accumulating wealth, but about strategically managing and growing it. With years of experience and a team of highly skilled professionals, we are dedicated to helping our clients achieve their financial goals and secure a prosperous future.
As a leading finance institution, we offer a comprehensive range of services tailored to meet the diverse needs of our clientele. Whether you are an individual looking to invest wisely, plan for retirement, or protect your assets, or a business seeking expert financial advice and solutions, we are here to guide you every step of the way.
Our team of financial experts possesses a deep understanding of the Australian market and its unique challenges. We stay up-to-date with the latest industry trends and regulations, ensuring that our clients receive the most relevant and effective strategies to maximize their financial potential. With our personalized approach, we take the time to listen to your specific needs and develop customized solutions that align with your goals.
At Strategic Wealth Group, we believe in building long-lasting relationships with our clients, based on trust, integrity, and transparency. Our commitment to excellence is reflected in the exceptional service we provide, as we strive to exceed expectations and deliver results that truly make a difference in our clients' lives.
When you choose Strategic Wealth Group, you can expect a seamless experience from start to finish. Our state-of-the-art facilities, combined with our cutting-edge technology and innovative financial tools, enable us to provide you with the highest level of service and efficiency.
Whether you are a seasoned investor or just starting your financial journey, Strategic Wealth Group is your partner for success. Contact us today to schedule a consultation and discover how we can help you unlock your financial potential.
Photos
Location & Phone number
2 Corporate Court, Bundall QLD 4217, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Grant and Susan were fantastic to deal with. They achieved everything they promised with outstanding communication. I highly recommend SWG for all your financial requirements. Thanks Guys"
"The team at SWG have been incredible. Extremely knowledgeable in the field, very friendly and helpful through all the steps. Recommended the team to anyone 100%"
"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"
"My husband and I were referred by a friend and it has been the best money spent to get our finances in order prior to retirement. Neville Ortega, at Strategic Wealth Group and the team are very knowledgeable in this field and already after twelve months we have seen our investments grow way stronger than if we stayed with what we were doing. And even when I don’t understand or forget things Neville and his team are understanding, helpful, polite and go out of their way to see that we know what is going on. Our SMSF has grown substantially and we now have all our Insurances inside of the self-managed fund. The cost does no longer impact on our personal budget. If you want strategic advice and education alongside that advice do yourself a favour and see Neville immediately."
"Neville has a very welcoming, friendly, professional, and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. He's up to date expertise in the financial sector creates a trust that is rare to find. After collating all our personal details Neville put together a brilliant road map ensuring our Risk management and guaranteed long-term financial success. We highly recommend Strategic Wealth Group and their services and look forward to many more years working with Neville – Client since 1998"
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