At SGW Financial Services we offer Financial Planning and Insurance Advice. We partner with you to explore your goals and develop strategies to guide you towards financial success.

SGW Financial Services have been providing dependable, innovative advice since 1968.

Our Business Vision as Financial Planners is to provide quality, inspiring advice in a professional and confidential manner to our clients.

Our goal is to be an integral part of our client’s ongoing financial wellbeing. We want to be perceived as honest, assertive, efficient, knowledgable and No.1 for Financial Planning advice.

SGW Financial Services is qualified to provide you with advice on:

  • Investments
  • Superannuation
  • Retirement Planning
  • Insurance
  • Wealth Management
  • Debt Management
  • Banking Solutions

Advice we specialise in

  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Wealth management
  • Debt management
  • Wealth protection
  • Company insurance

General advice we provide

  • Salary packaging

Let's Chat

    Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

    Our Team

    Raechel Weaver

    Principal

    Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner since 2011 and in 2013 became a business partner of SGW Financial Services.

    Read more about Raechel

    Helen Rouse

    New Business/ Client Services Manager

    Helen has been a valued member of SGW Financial Services since May 2002.
    Helen has completed a Certificate IV in Business Administration, Certificate IV in Applied Business Studies and Certificate IV in Workplace Assessment and Training.

    Read more about Helen

    Jodi Vickery

    New Business/ Client Services Assistant

    Jodi has been a valued staff member of SGW Financial Services since November 2003.
    Jodi has completed a Diploma of Business Management and a Certificate III in Business Administration.

    Read more about Jodi

    What Our Clients Say

    “These guys are AWESOME, organised everything for us, homeloan, super, life insurance. All I had to do was take in the paper work and sign where needed. They took the hassle out of it all, now I’m sounding like a salesman… Seriously though, Rachael and Helen were lifesavers. Thanks guys”
    TUMUT

    “The office staff are very helpful. Raechel & Stephen are both very amicable and helpful with any queries.”
    JUNEE

    “The time in delivery of my plan was very fast and professional. The quality of the presentation was of a high standard and was easy to understand.”
    WONDALGA

    “We are happy with the personal service. Raechel has helped us choose a better plan for our work and farm.”
    TUMBARUMBA

    “SGW Financial Services look after and explain business to clients extremely well.”
    SOUTH COAST

    “Thanks to Stephen Wood i am now earning the same income in retirement as when i was working full time. And what’s even better is that i pay no tax on my income!”
    ADELONG

    “We cannot thank Raechel enough, she went over and above everything that was expected of her and made our dealings an absolute breeze! She explained all of our options and kept us informed the whole way.”
    TUMUT

    “SGW Financial Services attend to everything quickly and efficiently.”
    ADELONG

    ““The service all round was outstanding.”
    ADELONG

    “We feel that SGW Financial Services really looks out for our interests.”
    JUNEE

    “SGW Financial Services have good product knowledge, good reputation, very accessible with a long term commitment to our area.”
    TUMUT

    “SGW Financial Services manage our finances personally and professionally.”
    ADELONG

    How to get started

    To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.

    Contact Us