Financial Planner Maitland

Financial advice you can trust.

Top Financial Advisor in Maitland

Sharon Goodwin is a trusted financial planner serving Maitland, bringing over 30 years of experience in the financial services industry. She brings a wealth of experience across banking, lending, and compliance, with over a decade dedicated to financial planning. Sharon holds a Master of Financial Planning and is also a Justice of the Peace. She began her career as a bank manager, where she saw firsthand how strategic financial planning could transform lives. That experience sparked her passion for helping others take control of their finances and build long-term wealth. Today, Sharon works closely with clients in Maitland to create personalised strategies that support their financial goals and unlock their full potential.

Our Financial Services

Retirement Planning

Whether you’re nearing retirement or already enjoying it, one of the most important aspects to consider is how to preserve your wealth and ensure it’s passed on smoothly to the next generation. Estate planning goes beyond simply distributing assets—it’s about safeguarding your legacy and providing security for the people who matter most. At Coleman Wealth, we support Maitland clients with clear, strategic estate planning advice tailored to their goals.

SMSF Advice

A Self-Managed Super Fund (SMSF) gives you greater control over your retirement planning, but it also comes with added responsibilities, complexities, and strict regulatory obligations. At Coleman Wealth, we provide expert SMSF advice to clients in Maitland, helping you manage these challenges with confidence and clarity.

Common Question

Are you based in Maitland?

Do you get commission on my investments?

What if I have an SMSF or a complicated financial situation?

If your situation is a bit more complex, feel free to check out our financial planning pricing guide, it explains how we determine our fees. That said, we’ve worked with clients from all walks of life and understand that everyone’s financial needs are unique.

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

E: info@gpswealth.com.au

A: Level 11, 45 Clarence Street Sydney NSW 2000

W www.gpswealth.com.au