Strategic Wealth Group

What grants are you entitled to? How can you use your superannuation to help purchase your first home? Why am I paying these fee's, charges & interest rates and should I be?

We developed the SWG First Home Buyer Program after being asked these types of questions over and over. You see, buying a home, and in particular your first home has a lot of moving parts. You have different grants and rebates, you have opportunities to utilise your superannaution, you have cashflow & finance and finally you have protecting you and your new home once you purchase.

SWG can be your guides in the buying process. Book an appointment now to start the journey towards your first home.

To ensure the fears of financial stress are not a burden on you and your family, it’s important to start with the basics. So, what exactly is wealth creation? We simply define it as, the steady and consistent accumulation of income and assets pver your life, something that very few people think about or prioritize.

To start your journey of wealth creation, we start by developing a plan, because without a plan, we are directionless. This plan would include things such as:

Specific personal and professional goals
Short-term and long-term budgeting objectives
Plans to eliminate debt
Retirement targets and investing strategies

SWG has guided us through the most important facets of financial planning, namely, insurpance planning, retirement planning, estate planning & tax minimisation.

What other areas of your life can we organise for you?

Risk Insurances

Protecting your Family

How could you protect your family and your assets if something was to happen to you? If you weren't able to work could your family keep living as they are currently? These types of things are not something you want to talk about, but having a plan in place for a 'rainy day' might be exactly what's necessary.

Estate Planning & Wills

Protecting Your Family

We can have insurances to payout to our family when the inevitable happens to us, but what happens to your assets? How are they divided? How are they protected? Will the government become involved in their distribution? Think about this now.

Managing your Wealth

Investments

There are so many different options out their for investing your money. Yes you have the mandatory superannuation, but what about other investments? Shares, term deposits, businesses, property, just to name a few. Wouldn't it be adventageous to have these investments reviewed by a professional?

SMSF's

Managing your Wealth

For some of us, the idea of managing our own super seems like the most logical thing to do. With SMSF's come a responsibility on your behalf, and we can be there to guide you through this responsibility, from the initial setup, through auditing and into investing.