Sharon Goodwin profile photo

Sharon Goodwin

Coleman Wealth

Silver
11 Yrs Experience
Umina Beach, NSW 2257

My philosophy is centred on the joy of nurturing client relationships, instilling confidence in their financial outlook, and leading them towards a secure and fulfilling lifestyle, including a comfortable retirement.

I believe in being there for clients through both challenging and prosperous times, providing unwavering support during difficult situations like divorce, managing deceased estates, or adapting to changes in employment.

In my approach, every client's financial journey holds equal importance, and I uphold a commitment to non-judgment, recognising that everyone starts their financial path from a unique point.

Outside the Office

Lover of Greyhounds: Noodle-nosed dogs are my passion. I have 2 of my own and regularly doggie-sit others.

Other activities include weekly trivia events and monthly book club.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Coleman Wealth

Suite 1, 234 West St
Umina Beach, NSW 2257

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Gps Wealth Ltd

AFSL 254544