Coleman Financial Group

Financial Advisor Newcastle

Financial Planner you can trust.

Top Financial Planner in Newcastle

Sharon Goodwin is a highly experienced financial planner serving Newcastle and Maitland. With over 30 years in financial services, including banking, lending, compliance, and financial planning. Sharon offers expert guidance for clients seeking financial clarity and growth. She holds a Master of Financial Planning, is a Justice of the Peace, and has over a decade of hands-on financial planning experience.

Sharon began her career as a bank manager, where she discovered the power of strategic wealth management. Inspired to make a meaningful impact, she pursued financial planning to help clients achieve their long-term wealth goals. She is passionate about empowering clients to reach their full financial potential with tailored strategies for wealth growth.

How a Financial Advisor Can Help You

Perfect Foundations

Owning a home is a key milestone for many Australians as they begin their financial journey. We’re here to guide you every step of the way. We take the time to understand your unique goals and priorities, creating a personalised plan that’s easy to understand and tailored to your needs. Our approach not only helps you achieve homeownership but also focuses on building and protecting your wealth for a secure and prosperous future.

Pathway to Wealth

As you navigate through life, managing your finances might feel overwhelming, but it doesn’t have to be. By getting financially organised now, you’re laying the groundwork for a prosperous future. With a solid plan in place, you can take advantage of compounding returns, positioning yourself for long-term financial success. Let us help you build a strong financial foundation so you can confidently grow your wealth and secure your future.

Countdown to Retirement

Approaching retirement can bring uncertainty, but it’s never too late to take control of your financial future. You might be wondering, ‘When can I retire?’ Hiring an expert retirement financial advisor provides you with the clarity you need to answer that question confidently. We’ll help you understand when retirement is realistic for you, what kind of lifestyle you can enjoy, and how to grow your wealth to ensure a secure and comfortable future.

Retire in Style

Retirement is a major milestone, marking the beginning of a well-deserved chapter in your life. As you celebrate this transition, our top priority is to help you make the most of your retirement. We’ll guide you through the complex  taxation and superannuation regulations, ensuring you maximise your benefits and enjoy the retirement you’ve worked so hard for. Let us help you navigate these challenges so you can focus on enjoying this exciting new stage of life.

Our Financial Services

Retirement Planning Newcastle

As you approach retirement, it’s only natural to start thinking about the futurem for yourself and for your family. After years of hard graft, you want to know that everything you’ve built is protected and will be passed on the way you intend. Estate planning isn’t just about legal documents. It’s about making sure your loved ones are taken care of, your wishes are respected, and your legacy lives on. For families here in Newcastle, that peace of mind matters.

Wealth Management Newcastle

With our expertise in investment planning and wealth advice, we support clients in Newcastle in building well-diversified portfolios that align with their financial goals and comfort with risk. Drawing on a deep understanding of market trends and smart investment strategies, we design portfolios that aim to grow your wealth while carefully managing risk. It’s all about helping you strengthen your financial future with confidence and clarity.

Frequently Asked Questions

Do You Offer in Person Consultation in Newcastle?
Where Are You Based?
What Financial Services do You Offer?

General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. 

Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd. 

Sharon Goodwin is an Authorised Representative of GPS Wealth Ltd AFSL 254 544Sharon Goodwin is a Sub-Authorised Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071, a Corporate Authorised Representative (455141) of GPS Wealth Ltd ABN 17 005 482 726 

Licensee contacts  

T: 02 8074 8599

E: info@gpswealth.com.au

A: Level 11, 45 Clarence Street Sydney NSW 2000

www.gpswealth.com.au

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