Our Story So Far
SGA Private Wealth Management has evolved from Stephen Gray & Associates, which was established by Stephen Gray in Geelong in1985. We’ve been engaging and growing with our loyal clientele across Geelong and Australia-wide for close to thirty years.
Our business hallmarks of exceptional service, open client relationships and informed strategic advice have stayed steadfast since day one. They underpin our Mission, Vision and Values.
Today, our specialist team of qualified investment advisors continues under Stephen’s leadership, providing contemporary and up-to-date guidance customised to fit your individual life stage and circumstances.
We work in an ever-changing industry and a financial environment that is constantly in flux. We respond with ongoing education and training that allows us to update our knowledge base constantly so we can keep helping you achieve your financial goals. We seek out new insights and skills through a structured professional development program.
Our Self Managed Superannuation Fund specialists are accredited by SPAA (Self Managed Super Fund Professionals’ Association of Australia) and we are an authorised representative of the Magnitude Group.
Our strategic partnerships with accountants, mortgage brokers and other wealth creation professionals broadens our level of expertise.
Whatever your goals and ambitions, SGA Private Wealth Management is committed to helping people just like you better manage money matters and achieve financial confidence. We help you engage and grow.
Take control of your wealth today. Call us to discover how you can Engage & Grow with SGA.
Do you need an accountant? Need help with an individual or business tax return?
Steven Vlamis is a mobile Etax Local Accountant serving clients in Geelong and the surrounding areas in Victoria.
Steven Vlamis can serve clients in English and Greek.
Etax Local Accountants ensure that your tax return is accurate and results in the best possible refund! If you need an accountant in or around Geelong, contact Etax Local Accountants to arrange an appointment that is most convenient for you.
Etax Local Accountants makes accounting and taxes easy and fast - for individuals and business!
As our name suggests, Next Level Accountants operate at the next level, putting business owners squarely in the accounting process, rather than just at the end. Our fully qualified Small Business and Financial Accountants help our clients understand their business financial position by simplifying complex issues for the best chance of ongoing success and growth.
We are full members of the National Institute of Accountants and hold a current public practice certificate this means our skills are kept up to date with the most recent changes to tax law and legislation to protect you and your business.
Fully insured and Registered Tax Agents with the Australian Tax Office, we embrace technology to constantly improve our offering and work as Cloud Accountants using Xero, the worlds easiest accounting system.
- Business tax & accounting services
- Individual tax & accounting services
- Business Advisory
- BAS Preparation
- Xero set-up/support or training
- Intuit QuickBooks set-up/support or training
- Business registrations (ABN, GST, PAYG etc.)
- Business start-up advice
- Household Budget Solution (Xero Cashbook)
At MAS Tax Accountants we love helping individuals and small business owners meet their tax and accounting needs. We pride ourselves on being punctual, friendly, reliable, methodical and accurate. The location is no barrier for us, we are willing to meet you at your home, your workplace, or anywhere else that would best suit you.
We love Geelong (both the suburb and the mighty footy team) ! and the beautiful surrounding coastline! We actively visit clients in locations such as
- Geelong West
- Geelong CBD
- East Geelong