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.

Financial Advisor Central Coast

Financial planner you can trustP

Financial Advisor Near You

Sharon Goodwin is a dedicated financial planner with a strong foundation in finance. With over 30 years in financial services, Sharon brings expertise in banking, lending, compliance, and financial planning. Sharon is a Justice of the Peace and holds a Master of Financial Planning and has over 10 years of experience as a financial planner. 

Sharon’s journey in the financial world began as a bank manager, where she first saw the possibilities of wealth growth with the right foresight and planning. She saw an opportunity to help clients and wanted to make a real difference in their financial lives.

As she worked closely with clients, she wanted to help clients reach their full potential and continued with her financial planning studies to further assist clients achieve the wealth goals.

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 Centrelink advice, 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

As you approach retirement or are currently enjoying retirement, one of the most significant considerations is ensuring that your hard-earned wealth is preserved and effectively passed on to the next generation. Estate planning is not just about what you leave behind; it’s about securing a future for your loved ones and protecting the wealth and assets you’ve spent a lifetime building.

SMSF Advice

A Self-Managed Super Fund (SMSF) provides you with full control over your retirement planning, but it also brings additional risks, complexities, and strict compliance requirements. At Coleman Wealth, we offer specialised self-managed super fund advice on the Central Coast, helping clients navigate these challenges effectively.

Frequently Asked Questions

Will You Get Commissions On My Investments?

Do I Need Self Managed Super Fund Advice?

While a self-managed super fund (SMSF) adviser on the Central Coast isn’t a requirement for running your SMSF, their expertise can be incredibly valuable. Managing an SMSF involves navigating intricate rules, regulations, and investment strategies, and the guidance of a skilled advisor can greatly simplify this process. A Central Coast SMSF advisor brings specialised knowledge and experience, helping clients effectively structure their funds and ensure ongoing compliance with tax and legal obligations.

In addition to providing SMSF management services, a financial planner can develop investment strategies tailored to the fund’s objectives and the members’ risk profiles. With regular monitoring and expert advice, an SMSF advisor helps optimise portfolio performance, assess potential risks, and make informed decisions that support long-term financial goals. For anyone looking to maximise the effectiveness of their SMSF on the Central Coast, an experienced advisor can be an invaluable asset.

What Are You Qualifications as a Financial Planner?

Sharon is a Justice of the Peace and holds a Master of Financial Planning. She has over thirty years of experience in financial services. She brings expertise in banking, lending, compliance and financial planning.

Where Are You Based?

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