Sarah Wood
Financial Adviser
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About
Sarah Wood is an ASIC-registered financial adviser based in Coffs Harbour, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Sarah holds a Bachelor of Business from Queensland University of Technology (2003), a Diploma of Financial Planning (Financial Services) from Tribeca/FINSIA (2004), and has completed Taxation Planning (ADFS 1) with Mentor (2009). Further demonstrating her commitment to excellence, she also earned a Bachelor of Laws from Southern Cross University in 2011. Authorised to provide advice on a broad range of financial products, Sarah specialises in superannuation, insurance, wealth management, and retirement planning. She is also qualified to offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Sarah today for a consultation and personalised financial plan.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Sarah Wood offer?
Sarah Wood specialises in superannuation, insurance, wealth management, and retirement planning. She also offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Sarah Wood have?
Sarah Wood holds a Bachelor of Business, a Diploma of Financial Planning (Financial Services), a qualification in Taxation Planning, and a Bachelor of Laws.
How does Sarah Wood approach financial planning?
Sarah Wood provides tailored and comprehensive advice, carefully considering each client's individual circumstances and financial goals to develop a personalised plan.
What can I expect during my first meeting with Sarah Wood?
During your initial consultation, Sarah will discuss your current financial situation, your goals, and your risk tolerance. This information will help her develop a financial plan that aligns with your needs.
How can Sarah Wood help me with my retirement planning?
Sarah can assist you in developing a comprehensive retirement plan, including strategies for maximizing your superannuation, generating income in retirement, and managing your investments.
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