What is Financial Planning & Wealth Management?

Financial planning & wealth management are  professional services combining financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for a set fee.

You may have accumulated your wealth through many years of hard work, savings and investments, own a successful business, or have inherited money – so naturally it’s incredibly important to you to preserve, enhance and protect your assets to secure your financial future and that of your family.

SG Wealth Management takes time to understand your interests, objectives and requirements, before providing a plan  which is regularly monitored by your adviser to meet your changing needs and circumstances.  You can take great comfort from our long-term approach – giving you the peace of mind that your best interests are at the heart of everything we do to secure the best outcome for your financial future.

 

 


How We Work With You

We take a caring approach to understanding your personal needs and requirements and tailor our service to you.

Ongoing Support

Once your plan has been agreed, we continue to provide comprehensive levels of ongoing support and advice.

Our Team Approach

Our dedicated team of Wealth Managers deliver unrivalled financial planning and management services.