Financial Planner Grovedale

Phone: (03) 5222 1874 | Suite 2, 15 Yarra Street, Geelong, VIC

Founded in 1985 by Stephen Gray, SGA Private Wealth Management is a financial advisory practice offering clients expert financial planning advice, allowing them to maximise and protect their wealth in an ever-changing environment.

Our Story So Far

Geelong Based Financial Planners You Can Trust

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.

Phone: (03) 5221 2355 | Suite 2, 15 Yarra St, Geelong, VIC

Financial Solutions on Yarra is a locally owned financial planning practice based in Geelong, Victoria and is a corporate authorised representative of Australian Financial Services Ltd.

Phone: (03) 5222 5895 | 45 Ryrie Street, Geelong, VIC

Financial Planners with a personal touch. Let us take the stress out of financial planning.

We provide expert, non-bank aligned financial advice tailored to your individual circumstances and goals, whether you're thinking of retiring, taking control of your financial future or simply want to protect you and your family.