Planning A Confident Retirement with Less Stress and More Control

Reduce Tax, Invest Smarter, Protect Wealth

 

 

 

 

 

What We Advise

In reality, we all approach retirement day by day, what you do today will profoundly impact your retirement one way or another. But there are so many things to consider as well as various options with different consequences around family, career, business, investment, taxation, Superannuation and insurance, many of us feel stressful with no sense of control.

Our financial planning advice will help you plan a confident retirement! We will help you explore possibilities and guide you through the uncertainty and complexity by clear action plans! You will know what to do with more control and what to avoid with less stress. You'll be 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. And you are serious about it and ready to make moves. We will help evaluate what’s important in your life and connect with right financial strategies!

You might want to grow your wealth effectively for an ideal retirement, or work fewer hours for more flexibility, or quit the job to retire early, or 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