Local super & insurance advice in Kogarah

Financial Planner in Kogarah

Super, retirement and insurance advice from Paul Woodward, a Kogarah-based adviser with more than 25 years' experience helping St George families plan with confidence.

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Paul Woodward, financial planner in Kogarah, speaking with a client

Your local financial planner in Kogarah

Superannuation and Insurances is based in Kogarah, in the heart of the St George area. For more than 25 years, Paul Woodward has helped local families, workers and pre-retirees make sense of their super, protect their income and plan for retirement.

Paul works with people who want:

  • A clear picture of their super, including fees, investment options and insurance
  • To check whether their life, TPD, income protection and trauma cover suits their circumstances
  • A plan for the years before and into retirement
  • One local adviser who can help review their super and insurance needs together

You can meet Paul at the Kogarah office, or by phone or video if that's easier.

How I can help

Superannuation

Understand how your super is invested, what you pay in fees, and how to make the most of it before retirement.

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Life Insurance

Review how much cover you hold, whether it sits inside or outside super, and what it costs.

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Income Protection

Look at how your income would be covered if illness or injury stopped you working.

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Trauma Insurance

Understand how a lump sum on diagnosis of a serious illness could support your recovery.

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Retirement Planning

Plan how much you may need and how to turn your super into a retirement income.

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Why Kogarah clients choose Paul

  • Local and accessible: based in Kogarah, with face-to-face, phone and video meetings
  • Experienced: more than 25 years in financial services
  • Recognised: Compliance Star of the Year (AVALONFS, 2024), finalist in the 2026 Georges River Local Business Awards, and three-time finalist in Financial Planning at the BX Business Awards (2023, 2024 and 2025)
  • Trusted by clients: more than 50 five-star Google reviews
  • Clear about costs: your first chat is free, and every fee is quoted in writing before any work begins
See our awards →
Louise: “Insured & Assured”
Rob: “I Can Rest Easy”

Clarification: Where Rob refers to his super fund “paying for” his life insurance, the premiums are deducted from his superannuation account balance; they are not paid by the fund at its own cost. Paying insurance premiums from super reduces your retirement savings. Any tax benefit depends on individual circumstances, and switching super funds may involve fees, costs and loss of existing cover. General information only; it does not take into account your personal circumstances.

Client testimonials reflect individual experiences and may not be representative of other clients. General information only.

Visit the office

Superannuation and Insurances
5 Blake Street, Kogarah NSW 2217

Phone: 0418 431 079 or 1300 876 132
Email: support@superannuationandinsurances.com.au

Getting here: 2-hour parking is available nearby. The closest train station is Carlton, and Kogarah station is also a short walk away.

Prefer not to travel? Meetings are also available by phone or video, so you can get advice from home or work.

Kogarah FAQs

Where is your Kogarah office?

Our office is at 5 Blake Street, Kogarah. You're welcome to meet in person, or we can meet by phone or video if that suits you better.

Do you only see clients who live in Kogarah?

No. We work with clients across the St George area, including Carlton, Hurstville, Rockdale, Bexley, Brighton-Le-Sands, Ramsgate and Sans Souci, as well as the Sutherland Shire, including Sylvania, Miranda, Caringbah, Cronulla and Menai. Phone and video meetings mean we can also help clients further away.

How much does a financial planner in Kogarah cost?

Your first Super & Insurance Chat is free and there is no obligation. If you'd like a closer look, our Super Health Check with Written Summary is $500 + GST, and that amount is credited against your fee if you go ahead with full advice. Every fee is quoted in writing upfront, before any work begins.

What should I bring to our first meeting?

It helps to bring recent super statements, details of any insurance policies you hold, and a rough idea of your income and regular expenses. Don't worry if you don't have everything, as we can work through it together.

Who is Superannuation and Insurances licensed with?

Superannuation and Insurances Pty Ltd (AR No 250425) is an Authorised Representative of AVALONFS Pty Ltd, AFSL 437518. Our Financial Services Guide explains our services, fees and how we're paid.

Talk to a local financial planner in Kogarah

Whether you want to review your super, check your insurance or start planning for retirement, the first step is a free, no-obligation chat.

Book a Free Super & Insurance Chat

General information only. This information does not take into account your objectives, financial situation or needs. Before acting on it, consider whether it is appropriate for you and read the relevant Product Disclosure Statement and Target Market Determination. Superannuation and Insurances Pty Ltd (AR No 250425) is an Authorised Representative of AVALONFS Pty Ltd, AFSL 437518.