SGA Private Wealth Management has evolved from Stephen Gray & Associates, which was established by Stephen Gray in Geelong in1985. We’ve been engaging and growing with our loyal clientele across Geelong and Australia-wide for close to thirty years.
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 structured professional development program.
Our Self Managed Superannuation Fund specialists are accredited by SPAA (Self Managed Super Fund Professionals’ Association of Australia) and we are an authorised representative of the Magnitude Group.
Our strategic partnerships with accountants, mortgage brokers and other wealth creation professionals broadens our level of expertise.
Whatever your goals and ambitions, SGA Private Wealth Management is committed to helping people just like you better manage money matters and achieve financial confidence. We help you engage and grow.
Take control of your wealth today. Call us to discover how you can Engage & Grow with SGA.
Profectus Financial Partners Pty Ltd, established in 2002, is a distinguished boutique provider of financial services. At Profectus, we prioritise a holistic approach, taking the time to deeply understand our clients' concerns and aspirations in order to help them achieve their financial goals.
Founded on the principles of exceptional customer service, integrity, and honesty, Profectus Financial Partners strives to deliver outstanding financial services to each client. Our integrated approach includes seamless connections to Profectus Tax Advisory for tax and accounting needs, Profectus Lending for financing solutions, and our in-house legal team, Wilson Law, offering a range of legal services.
At Profectus Financial Partners, we believe that our team's diverse expertise allows us to offer comprehensive and tailored financial solutions. With specialised attention and unparalleled service at every stage of your financial journey, we ensure that you receive the highest quality of support and guidance.