SGA Private Wealth Management

Specialties

* Self Managed Super Funds

* Investment Strategy

* Superannuation Advice

* Retirement Income Stream Solutions

History

Established in 1985.

Our Story So Far

Financial Planners Geelong

SGA Private Wealth Management has evolved from Stephen Gray & Associates, which was established by Stephen Gray in Geelong in 1985. We’ve been engaging and growing with our loyal clientele across Geelong and Australia-​wide for close to thirty years.

Our business hallmarks of exceptional service, open client relationships and informed strategic advice have stayed steadfast since day one. They underpin our Mission, Vision and Values.

Today, our specialist team of qualified investment advisors continues under Stephen’s leadership, providing contemporary and up-​to-​date guidance customised to fit your individual life stage and circumstances.

We work in an ever-​changing industry and a financial environment that is constantly in flux. We respond with ongoing education and training that allows us to update our knowledge base constantly so we can keep helping you achieve your financial goals. We seek out new insights and skills through a structur

Meet the Business Owner

Stephen G.

Business Owner

Stephen Gray

Director

Senior Financial Advisor

Stephen is Director of SGA Private Wealth Management and a well-​known identity in the Geelong community, particularly for his involvement with community and sporting groups. He established Stephen Gray & Associates (a financial planning consultancy) in 1985 and has since immersed himself in providing exceptional financial planning advice to a loyal and long-​term clientele base.

Stephen evolved the business into SGA Private Wealth Management, building a strong team to work together to meet the ever-​changing needs of clients.

As a specialist SMSF advisor and an authorised representative of The Magnitude Group, a member of BT Financial Group and Stephen specialises in Strategic Client Advice Solutions.