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Sandy Gosper

SG Wealth

Gold
26 Yrs Experience
Bateau Bay, NSW 2261

I have practiced as a Financial Planner for 25 years, so it's fair to say that I have seen most things.

I'm most proud of the long-term relationships that I have with my clients, who are typically planning to or have already retired.

I help them by providing ongoing advice and assistance to ensure that the appropriate financial structures are in place to support the life that they choose to live.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a cost and obligation free first meeting as an opportunity for us to get to know each other and decide if we would like to work together.

At the end of this meeting, we will summarise for you the types of advice that we feel are appropriate for you, the (fixed) cost and estimated timeframe for delivery. You then have the choice.

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

SG Wealth

1 Bataan Cct
Bateau Bay, NSW 2261

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135