Our Story So Far

Financial Planners Geelong

SGA Private Wealth Management has evolved from Stephen Gray & Associates, which was established by Stephen Gray in Geelong in 1985. We’ve been engaging and growing with our loyal clientele across Geelong and Australia-wide for close to thirty years.

Our business hallmarks of exceptional service, open client relationships and informed strategic advice have stayed steadfast since day one. They underpin our Mission, Vision and Values.

Today, our specialist team of qualified investment advisors continues under Stephen’s leadership, providing contemporary and up-to-date guidance customised to fit your individual life stage and circumstances.

We work in an ever-changing industry and a financial environment that is constantly in flux. We respond with ongoing education and training that allows us to update our knowledge base constantly so we can keep helping you achieve your financial goals. We seek out new insights and skills through a structured professional development program.

Our Self Managed Superannuation Fund specialists are accredited by SPAA (Self Managed Super Fund Professionals’ Association of Australia) and we are an authorised representative of the Magnitude Group.

Our strategic partnerships with accountants, mortgage brokers and other wealth creation professionals broadens our level of expertise.

Whatever your goals and ambitions, SGA Private Wealth Management is committed to helping people just like you better manage money matters and achieve financial confidence. We help you engage and grow.

Take control of your wealth today. Call us to discover how you can Engage & Grow with SGA.

 
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