Neville and his team are great people to work with. They are absolutely lovely and make you feel welcome and comfortable answering every question we had. They are there every step of the way.

where shall i start , I found Nevie Ortega to be a very switched on person and very knowledgeable , with great mind set. he listens to you very properly and gives a good advise , in my case managing my super funds and investing in the correct asset class . I have already noticed my super returns is higher than my previous super fund. The staffs are approachable and very organised and i had a ver... More

where shall i start , I found Nevie Ortega to be a very switched on person and very knowledgeable , with great mind set. he listens to you very properly and gives a good advise , in my case managing my super funds and investing in the correct asset class . I have already noticed my super returns is higher than my previous super fund. The staffs are approachable and very organised and i had a very smooth super rollover transition process without any issues.I'm very looking froward for my yearly catch up with Nevie where they discuss the status of my super . An excellent team and highly recommend people to seek services of Strategic Wealth group Less

I can't speak highly enough of Neville and the team at SWG; an absolute pleasure to deal with, very informative and helpful, I feel much better about my future under their care; AND I've now got a very clear path ahead, with my first home only a short distance away! Thank you so much!!

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

Neville and his team are amazing and absolutely wonderful in their work as they have helped me get my finances into a better place for my future and family future.

Nice and easy people to deal with.

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

Neville is the best to deal with! Super informative and makes sure you understand every step. Good Value

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 a... More

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. Thanks guys.xx Less

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.

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.

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... More

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 Less

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... More

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. Less

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 Nevi... More

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. Less

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 w... More

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. Less

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 financ... More

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 Less

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 professi... More

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 Less

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... More

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! Less

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.

Cannot recommend this business highly enough! SWG provide a professional yet personalised financial planning service, tailored to the Everyday Australian. As a team of family orientated, down to earth, experienced and knowledgeable advisors and accountants, you know that they understand what's important to you and take the stress out of managing your finances. They've helped me with my super and ... More

Cannot recommend this business highly enough! SWG provide a professional yet personalised financial planning service, tailored to the Everyday Australian. As a team of family orientated, down to earth, experienced and knowledgeable advisors and accountants, you know that they understand what's important to you and take the stress out of managing your finances. They've helped me with my super and currently helping me buy my first home! Finding someone you trust when you don't have the time or knowledge is daunting, especially one that's so friendly and ready to help. As a young professional myself, it's important to me that I feel listened to - Strategic Wealth Group tick all the boxes. I'm so thankful I was referred to them; I've been able to live my life without stress knowing my nest egg is growing steadily and in the right hands. Less