
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
Pathway to Wealth
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

Frequently Asked Questions
Sharon from Coleman Wealth is based in Newcastle and is happy to travel as far as Maitland for face-to-face consultations. Whether you prefer to meet at your home, workplace, or another convenient location, she’ll bring expert financial advice tailored to your personal goals and circumstances.
We are located in Umina Beach on the Central Coast of NSW. Our office is located at 1/234 West Street Umina Beach 2257, however we can service clients Australia-wide through the use of cloud based systems, and we have many clients in Sydney and Newcastle regions.
We offer a full range of financial planning services, including retirement planning, investment strategies, self-managed super fund (SMSF) advice, estate planning, personal insurance, and tax-effective strategies to help you grow and protect your wealth. Each plan is personalised to align with your specific needs and long-term goals.
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 254 544, Sharon 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
A: Level 11, 45 Clarence Street Sydney NSW 2000