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.

At Coleman Financial Group, Sharon collaborates with the firm's accountants to provide a holistic financial approach, integrating tax expertise with wealth management strategies for a comprehensive service.

With extensive experience in financial planning, Sharon understands the challenges clients face and provides personalised strategies covering tax efficiency, investment planning, retirement planning, and more.

Whether you need a financial planner in Newcastle or Maitland, Sharon offers personalised, expert advice to help you grow your wealth, plan for retirement, and secure your financial future with confidence.

Why choose us as your Financial Advisor in Newcastle?

Reaching financial independence requires strategic planning and informed decisions. At Coleman Wealth, we create personalised financial plans tailored to your goals, including comprehensive estate planning, to secure your financial future.

With expertise in tax-effective strategies, we help maximise wealth growth while ensuring your investments align with long-term objectives. If you're managing your own retirement fund, our self-managed super fund (SMSF) advice supports clients across Newcastle, Maitland, and the Central Coast.

Led by Sharon, a Justice of the Peace with a Master of Financial Planning and over a decade of experience, Coleman Wealth offers expertise in banking, lending, compliance, and financial planning. Sharon’s career began as a bank manager, where she discovered the power of strategic planning in helping clients grow their wealth.

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. Let us help you turn your dreams into reality.

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?’ or ‘Do I have enough money?’ Hiring our 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.

Personalised financial planning consultations in Maitland

At Coleman Wealth, we proudly offer expert financial planning services in Maitland with the convenience of meeting you where you are. Sharon, our experienced financial advisor, will personally travel to meet you for a one-on-one consultation at a location that suits you, whether it’s your home, office, or a nearby meeting space.

Whether you're planning for retirement, managing investments, or seeking strategies for long-term wealth growth, Sharon will take the time to understand your goals and provide personalised financial guidance tailored to your life stage and aspirations.

Take the first step towards a more secure financial future—schedule a consultation with Sharon in Maitland today and experience professional, personalised financial advice designed around your needs.

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 1300 650 432

E info@count.com.au

W www.gpswealth.com.au

A Level 7, 115 Pitt Street, Sydney, 2000