Your Questions About SGA Answered

Q. Where is the SGA Private Wealth Management office located?

A. SGA Private Wealth Management is located at Suite 2, 15 Yarra St, Geelong - opposite the Westfield Shopping Centre on the corner of Yarra and Corio streets, heading toward the Waterfront.

Q. What services do you offer?

A. We offer the full range of financial planning services including Superannuation, Self Managed Super Funds Geelong, Investment Advice and Personal Insurance to clients from Geelong and the surrounding region. Advice areas include wealth creation Geelong, wealth management, wealth protection and SMSFs.

Q. How long has SGA Private Wealth Management been established?

A. SGA Private Wealth Management was first established by our principal financial planner Stephen Gray in 1985. Initially our organisation was known as Stephen Gray & Associates, however we recently underwent a rebranding process, becoming SGA Private Wealth Management.

Q. Do you service predominantly Geelong-based clients?

A. Although a majority of our clients do come from the Geelong region, we also provide financial planning services to clients from not only across Victoria, but Australia wide who seek our expertise due to our excellent customer service and quality investment, financial planning and superannuation advice.

Q. Can SGA Private Wealth Management cater for all aspects of Self Managed Superannuation Funds?

A. Yes. We assist our clients with all aspects of Self Managed Superannuation Funds including superannuation fund establishment, superannuation trustee compliance and superannuation management. We have strategic partnerships with accountants, mortgage brokers and other wealth creation professionals - as necessary.

Q. Is SGA Private Wealth Management aligned to any particular investment products or funds?

A. No. We are not bound to support particular investment funds or products. SGA Private Wealth Management provides advice, which is based on the projected benefit for the client.

Q. How can I be certain I'm getting the best financial planning advice?

A. The financial planners at SGA Private Wealth Management are experienced and undertake an ongoing structured professional development program to ensure they have up-to-date financial data and legislative information that may impact on the financial planning advice presented to clients.

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