Strategic Financial Group is Australia’s premier wealth advisory group. We have brought together specialists and industry leaders from banking and finance, financial planning, accounting, legal, and property investments to ensure our clients are meeting their financial goals.
Every move covered
We’ve spent over 30 years building relationships across the financial industry. By cultivating a deep-rooted understanding of international and domestic markets, SFGA ensures you have the most up-to-date and relevant information available. We work tirelessly on your behalf to protect and enhance your wealth.
Our specialists have built a firm reputation for providing proactive, innovative and high-quality financial advice to our clients.
From home loans to commercial lending, we’ll help you make informed decisions about your future.
We’ll aid you in tax planning and returns, self-managed superannuation funds and business services to ensure you’re making the right decisions.
We are experienced Licensed Buying Estate Agents, who cover the total property market to achieve premium results.
We’ve teamed up with Levent Shevki of Cornwall Stodart and Daniel Trenton of Jaszac Trenton Lawyers and offer an extensive array of legal services.
“ Having Strategic look after my management and financial needs all under the one roof is why I continue to endorse and promote them. Not only do they look after my contractual and commercial needs as an AFL footballer, but they also look after my financial needs to help ensure that I maximise my earnings while I'm earning the income that comes with playing AFL. I know I have good people around me, who specialise in what they do, which allows me to concentrate on what I need to do on the field.”
Captain of the Collingwood Football Club
“ I love that I can go to one place, have everything done and know that I am getting the best advice from specialists. I also love the relaxed feel of the group and the fact that there is a bar with cold beers in the boardroom! I don't know many finance companies where you feel comfortable enough to walk around and say hi to everyone that works for the company and where you get better deals than most private banks! Highly recommend Strategic! Go Pies! ”
“ We have been clients of Strategic Financial Group since inception and we couldn’t be happier. Jason has been our financial advisor for over 10 years and he has been a pleasure to deal with as a person and as an advisor. He has guided us successfully through good times in the markets and bad, yet our investment strategy and returns have been solid and stable throughout. have and will continue to highly recommend Strategic FPA to anyone serious about investing and financial advice. We couldn’t be happier with the advice and service provided to us.”
“ While trying to forge an AFL career, the guys at Strategic ensured I was setup with strong financial disciplines to make sure I am in a strong financial position post footy career.”
Captain of the North Melbourne Kangaroos
“ We have dealt with Jason and Strategic FPA for 10 years now and are very happy with the plans they have made for us to enjoy retirement. Jason has been very helpful in explaining the vagaries of the market and ensuring that our investments are well protected.”
Geoff & Marg Ritchie