Everything in life somehow has relevance to Wealth Creation, The Law and Taxation. As a result this calls for the following professionals and their individual expertise to comprehensively surround every single client of ours:
• A Financial Adviser
• A Lawyer
• An Accountant
Our clients are surrounded by all three professionals under one roof and we project manage our clients dispensing comprehensive advice in the following areas:
• Wealth Creation through numerous strategies dependant on the client's circumstances
• Legal advice namely in the area of Estate Planning and Asset Protection
• Taxation advice namely through the usage of structures and entities to minimise tax
Our value proposition therefore, encompasses an end to end project management which leaves no holes in a client’s circumstance after creating a financial “blue print” enveloping all three professionals.
We charge a fee for service entailing implementation and ongoing service thus ensuring all changes in laws pertaining to all three professionals are kept updated for each and every client.
Our ultimate aim is to enrich our clients lives in every way possible pertaining to our areas of expertise!
Hence listed below are the specific areas of advice we give to all of our clients:
Asset Protection and Business Structures
Tax Effective Wealth Strategies and Wealth Creation
Estate Planning
Insurance advice for individuals and business owners, Life and Disability Insurance
Retirement Planning and Pensions
Superannuation and Self-Managed Superannuation Funds (SMSF)
Debt Management
Investment and Portfolio Construction
Key Person Insurance Strategies
Business Succession
Divorce and Financial Settlements
Please feel free to engage with us to see the difference at: admin@strategicwealthgroup.com.au
Company Details
- Employees
- 2
- Founded
- -
- Address
- Level 15, 2 Corporate Ct, Bundall,queensland 4217,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Self Managed Superannuation, Retirement Planning, Risk management and Insurance, Asset Protection, Tax minimisation using appropriate Structures, Estate Planning, Debt Management.
- HQ
- Bundall, Queensland
Strategic Wealth Group Questions
Strategic Wealth Group's website is http://www.strategicwealthgroup.com.au
Strategic Wealth Group's LinkedIn profile is https://au.linkedin.com/company/strategicwealthgroup
Strategic Wealth Group has
2 employees.
View email and phone details for 2
employees at Strategic Wealth Group.
Strategic Wealth Group's industry is
Financial Services
Strategic Wealth Group's top competitors are
The Progress Faculty,
Innerworks,
Johnson & Johnson | Vision.
Strategic Wealth Group's categories are Financial Services
Strategic Wealth Group's founding year is 1991
