Planning for A Confident Retirement with Less Stress and More Control

Reduce Tax, Invest Smarter, Protect Wealth

 

 

 

 

 

What We Advise

We help you plan a confident retirement with less stress and more control! Regardless of your age, we all approach retirement day by day, many decisions you make today will profoundly impact your retirement one way or another.

There are many life goals to consider and prioritize, many options with different consequences around investment, taxation, Superannuation and insurance, we will guide you through the uncertainty and complexity with confidence by clear guidance & action plans!

You will know what moves to make with more control and what should be avoided with less stress. You'll be fully prepared and able to make significant and positive impact on your retirement from now!

Financial adviser details & FAQ

STEP 1: Book A 15-Minute Call

  • No cost or obligation
  • Introduce our service
  • Answer your questions
  • Ensure our expertise matches your situation

STEP 2: Arrange A Meeting

  • Listen to your stories
  • Understand your concerns & expectations
  • Discuss how we can improve
  • Face-to-face or ZOOM meeting

STEP 3: Take Time to Think

  • Do you feel you are understood?
  • Do the benefits outweigh the cost?
  • Do strategies make sense?
  • Are you comfortable with the advisor?

STEP 4: Work Together Closely

  • Have the guidance from the professionals
  • Have a clear action plan
  • Have more control & less stress
  • Have the ongoing support

Who We Advise

We mainly serve those of you facing retirement within the next 10 to 15 years which are the most crucial time to prepare a confident retirement in life.

But more importantly, money isn't the key to a happier retirement but understanding your values, priorities, and how to connect with right strategies is!

The best strategies will always be based on what’s important in your life! That could be grow your wealth effectively for an ideal retirement, work fewer hours for more flexibility, quit the job to retire early, launch a business you love, or sell your house to travel the world ...

No matter what it is, we are here to listen, understand, advise, and implement accordingly!

Financial adviser details & FAQ

Book A 15-Minute Call Now!

Disclaimer

Yun Sun & Sun Financial Group Pty Ltd, ABN 14 618 250 543, trading as Sun Financial Advisory are Authorised Representatives of Synchron AFSL 243313; Sun Financial Group Pty Ltd is a registered Tax (Financial) Adviser (TPB Reg No. 25708393) with the Tax Practitioner Board. Privacy Policy