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Financial Planning

SG Advisory Wealth

Our goal is to be regional Victoria's financial planning service of choice

Having a financial plan is much more than just money. It’s about living your life without having to worry about your finances. It’s about having the confidence to do what you want when you want. At SG Advisory Wealth our investment planning service team can help you get control of your finances so you can concentrate on the things that are important to you.

By taking the time to get to know you and your aspirations, risk tolerance and investment time horizon, we develop a plan that is tailored to your specific financial planning needs.

At SG Advisory Wealth, our experienced and authorised financial planning services team is ready to offer you the advice and attention to detail you need to secure a solid financial future. As an authorised representative of SGN Financial Pty Ltd, the SG Advisory Wealth team are ready to help you live life on your terms.

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Financial Planning Services

Strong financial planning involves developing comprehensive and effective strategies that evolve with your changing financial circumstances. Comprehensive research and careful consideration results in plans that strengthen the financial position from which you can reach your financial goals. 

SG Advisory Wealth’s qualified, experienced and accredited financial advisor team follows an established and collaborative process designed to identify, discuss, draft and implement a financial plan tailor-made for you. Our investment planning services process involves:

  • An Introductory Meeting – to build an understanding of your needs and goals
  • Information Gathering and research – to select appropriate investment solutions
  • Statement of Advice Preparation – drafting your financial plan
  • Formal Meeting – to discuss the implementation strategies of your financial plan
  • Ongoing advice, service support and plan implementation

Ongoing Advice & Service Support

SG Advisory Wealth offers ongoing advice and service support across a range of areas:

  • Superannuation and Retirement Planning
  • Wealth Accumulation
  • Investment Planning
  • SMSF Strategies
  • Portfolio Construction
  • Personalised ongoing service, support, mentoring and regular reviews

Wealth Creation

A wide variety of options are available for our clients to assist them to reach their financial freedom. Some of the wealth creation services SG Advisory Wealth offer include:

  • Financial planning advice
  • Wealth accumulation advice
  • Superannuation advice, including self managed superannuation funds
  • Redundancy advice
  • Retirement advice
  • Gearing strategies
  • Cash flow advice
  • Social security benefits advice
  • Estate planning services (financial planning)

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Ready to take the next step?

View our Financial Services Guide (FSG)

SG Advisory Wealth is authorised to provide financial services under SGN Financial Pty Ltds’ Australian Financial Services Licence. Our Advisers are Authorised Representatives of SGN Financial Pty Ltd, ABN 40 120 395 904, AFSL 490523.

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