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Take Control Of Your Financial Future with Personalised Guidance

Guiding you toward smart financial choices, so you can fully enjoy life's possibilities.

Here to Make Finance Feel Easy

I’m Sandy, a Certified Financial Planner with 25 years of experience in helping clients take confident control of their finances.

Planning your financial future doesn’t have to be stressful. With 25 years of experience, I provide honest, straightforward advice tailored to your needs.

Whether you're preparing for retirement, managing investments, or navigating a major life change, I’ll help you make informed decisions with confidence. Let’s create a plan that gives you security and peace of mind for the years ahead.

About Me

My Services

Preparing For Retirement

I’ll help you build a clear, stress-free strategy for a comfortable and financially secure retirement—so you can enjoy life your way.

Separation & Divorce

I’ll provide caring and practical financial advice to help you move forward with clarity, confidence, and financial stability.

Special Beneficiaries

I’ll help you manage your Special Disability Trusts or Financial Management Orders, saving you time and reducing stress.

Superannuation & SMSFs

I’ll help you understand your super and ensure it’s working hard to support your lifestyle and future goals.

Retiree Advice

I’ll guide you through retirement planning so you can relax, feel confident, and enjoy your financial freedom.

Investment Advice

I’ll help you grow your wealth through smart, tailored investment strategies that suit your goals and lifestyle.

Aged Care Advice

I’ll simplify aged care financial planning, helping your family access support while protecting your financial future.

Tailored Financial Planning

I’ll create a personalised financial plan that brings you clarity, confidence, and peace of mind at every stage.

Centrelink Planning & Assistance

I’ll manage the Centrelink paperwork, helping you access the benefits you deserve—without the hassle.

Preparing For Retirement

I’ll help you get retirement-ready with a stress-free strategy to plan your path to a comfortable and financially secure retirement, ensuring you can enjoy life the way you want.

Separation & Divorce

I’ll provide caring, practical financial advice to help you move forward with confidence and security.

Special Beneficiaries

I’ll help you manage your Special Disability Trust or Financial Management Order to make your job easier, and free up your time to spend with your loved one.

Superannuation & SMSFs

I’ll help you make sense of your super and ensure it’s working hard for your future.

Retiree Advice

I’ll guide you through the retirement planning journey so you can relax and make the most of your hard-earned freedom.

Investment Advice

I’ll help you grow your wealth with smart, tailored investment strategies that suit your lifestyle and goals.

Aged Care Advice

I’ll take the stress out of aged care financial planning, helping you and your loved ones access the right support while ensuring your finances are structured for the future.

Tailored Financial Planning

I’ll create a financial plan that fits your life perfectly, giving you clarity, confidence, and peace of mind.

Centrelink Planning & Assistance

I’ll handle the tricky Centrelink paperwork for you, making sure you get the benefits you’re entitled to.

Book Your Consultation

My Approach

Is guided by core values that reflect who I am and how I work

Honesty

I’ll always give you the straight facts, even when it’s tough.

Integrity

Doing what’s right matters most, even if it’s the harder path.

Care

I genuinely care about my clients and their well-being.

Curiosity

I take the time to truly understand you and what drives your decision-making.

The Process

Hear From My Happy Clients

We met Sandy over 10 years ago when we were starting our journey into retirement. Sandy helped us make all the right decisions financially for our situation and as that changed over the years she is always there to do what is best for us

Laurie and Pat

Sandy Gosper has been responsible for managing all aspects of our family’s financial matters since 2015, successfully enabling our transition from full-time work to full retirement with great confidence.

Suzy

I rely on a financial adviser as it’s too complicated to do it on my own. Its always nice to be greeted by Sandys warm smile and easy way of explaining things so that I understand. I have worked with Sandy for over 10 years now and wouldn’t want to work with anyone else.

Valerie

We have had the pleasure of working with Sandy as our financial planner for the past few years, and we could not be more satisfied with the exceptional service provided. Sandy’s thorough approach to financial planning has given us complete confidence in our financial future.

Rob and Sue

We have been Sandy’s clients for the past 10 years. In recent years, Sandy has helped navigate us through our complex and changing financial situation. Sandy has supported us through redundancies, retirement, inheritance, and the fine tuning of our superannuation.

Ewan and Rhonda

I would like to thank Sandy for her excellent work with my Self Managed Super Fund her expertise and knowledge of the market gives me confidence.

I look forward to our ongoing partnership.

I cannot recommend Sandy Gosper from SGWealth highly enough.

She is always extremely professional and has excellent knowledge and commitment of her individual clients’ needs.

Cathy

Let’s Chat

No Cost, No Pressure!

Planning your financial future doesn’t have to be overwhelming. Whether you have a specific question or just want to explore your options, I’m here to help. Book a free, no-obligation consultation, and let’s have a relaxed, no-pressure conversation about your goals and how I can support you.

Book Your Consultation