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Strategic Financial Group Australia (SFGA)

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Strategic Financial Group Australia (SFGA)

Overview:

Strategic Financial Group Australia is a privately owned boutique advisory group founded by Jason Sourasis in 2006.

Jason sought to fill a void in the financial services industry by offering a full suite of financial solutions for time poor, successful professionals from one convenient location. His vision was to recruit industry leaders and specialists in their chosen fields, who would work together for the sole purpose of enhancing the wealth of our clients.

Strategic's significant buying power and prestige across all areas of financial services, allows our clients to receive "private bank" service and solutions, without aligning to any one financial institution.

Jason’s successful implementation of this vision has seen SFGA grow to be one of Australia's premier advisory groups, trusted by some of Australia's highest profile and most successful people, to manage their financial affairs.

SFGA understands that your time is important, so we want you to spend the precious spare time that you have, with your family and friends. Leave the concern of investing, borrowing, funding your wealth and protecting your family's well-being in the hands of our specialists.

At SFGA, we believe the strategic advice you receive, needs to compliment the investment decisions you make. For this reason, we take the time to firstly understand your short, medium and long term goals and then advise you on the best solution to help you reach those goals in the most tax effective and efficient manner. All of our clients will have the benefit of 45 years of experience across our specialty areas of financial planning, lending, accounting, legal and management arms, helping you achieve your financial independence.

As most of our new clients are referrals from existing satisfied clients, you can take solace from the fact that we are a family run business, across multiple generations, that believes in maintaining clients for life. We treat our clients as part of our family and consequently help manage your existing wealth and importantly the transition of this wealth from generation to generation. We have every financial move covered, helping you & your family, create, maximise and protect your wealth.

History:

Strategic Financial Group Australia is a privately owned boutique advisory group founded by Jason Sourasis in 2006.

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