Our Mission, Vision and Values

At the heart of SGA Private Wealth Management Geelong

Our Mission

SGA Private Wealth Management is a financial advisory practice that offers clients expert financial planning advice, allowing them to maximise and protect their wealth in an ever-changing financial environment. We do this by: delivering exceptional service; building quality, open and honest client relationships; and, offering informed strategic advice that allows our clients to achieve the best possible outcomes.

Our Vision

At SGA Private Wealth Management, our vision is to be Geelong’s first choice wealth management practice, providing optimum client care with a focus on exceptional financial planning and self managed superannuation advice to a clientele engaged in the management of their wealth.

Our Values

Respect - We respect that each client has individual financial goals, values and beliefs and understand that financial decisions are personal decisions, which must be respected.

Integrity - We deliver informed advice to our clients’ advantage, above our own financial gain.

Knowledge - We actively seek knowledge to pass on to our clients, so they can best respond to the ever-changing financial landscape.

Relationships -We value each of our clients and work cooperatively with them to understand their wealth management goals, so they can achieve their desired goals.

Professionalism - With honesty and integrity we deliver superior services that reflect our professionalism as individuals and as an organisation.

Our planners have a clear focus on giving you advice that answers your questions within the context of your unique situation. We’re not about “one-size-fits-all” strategies. We encourage you to truly understand your options, how you can make the most of your financial potential and how you can engage and grow.

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