SGA Private Wealth Management

At SGA Private Wealth Management, we're dedicated to helping individuals and families in Geelong and across Australia achieve financial confidence and security. Our team of experienced financial planners and SMSF specialists offer personalized guidance to help you navigate the complexities of wealth creation, management, and protection.

Our Story

Founded in 1985 by Stephen Gray, our business has evolved to become a trusted and respected financial advisory practice in Geelong. Over the years, we've remained committed to our core values of exceptional service, open client relationships, and informed strategic advice. Today, our team of qualified investment advisors continues to provide contemporary and customized guidance to help individuals and families achieve their financial goals.

Our Mission, Vision, and Values

Our mission is to deliver expert financial planning advice that enables our clients to maximize and protect their wealth in an ever-changing financial environment. 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. Our values of respect, integrity, knowledge, relationships, and professionalism guide our interactions with clients and inform our approach to financial planning.

Our Services

We offer a range of financial planning services designed to help you achieve your financial goals. Our services include:

• Wealth Creation: We help you build wealth through strategic investment planning and management.
• Wealth Management: Our expert advisors provide personalized guidance to help you make the most of your financial resources.
• Wealth Protection: We help you protect your wealth through insurance and risk management strategies.
• Self-Managed Super Funds (SMSF): Our SMSF specialists provide expert guidance on setting up and managing your own SMSF.

Meet Our Team

Our team of financial advisors and SMSF specialists are hand-picked for their expertise, experience, and ability to communicate complex financial concepts in a clear and concise manner. We're committed to providing exceptional service and personalized guidance to help you achieve your financial goals.