Suncow Wealth is a full service financial planning firm – with a difference.
Our primary goal is to achieve certainty for our clients, especially when preparing for retirement. We achieve this by building financial pathways that not only have a very clear destination, but where the path leading up to that destination is both measurable and manageable.
Suncow is a privately owned, advice based, and fee for service practice with a unique service level agreement called the Sundown Rule. Our innovative client offering means our clients receive a transparent and comprehensive advice piece with a guaranteed and measurable level of service.
Importantly, we are not tied to any financial institution. Therefore our advice is shaped according to our client’s needs and not influenced by a parent company such as a bank.
Additionally, we do not accept rebates, commissions or volume bonuses from any provider of investments. Where these are offered, we rebate them straight back to the client. This means our client’s best interests are always upheld and we deliver conflict-free advice.
Our clientele is predominantly made up of private clients and small-medium sized businesses.
Your initial consultation with Suncow Wealth is cost and obligation free and there are two reasons for this:
I. Before making any recommendations, we need to make sure we can assist you, and
II. You need to be comfortable we are the right people to help you.
The purpose of the initial meeting is for us to get a clear understanding of your goals and aspirations and why they are important to you. If at the end of that first meeting we feel we can help you, we will discuss next steps. If on the other hand we think we can’t help you, we just part as friends and leave it at that.
Therefore no fees are charged or commitments made in the first meeting.
Suncow Wealth was founded by Adam Carey. Adam began working in the finance industry in 1995 as a stockbroker with Commsec. He later moved to Ord Minnett advising Private Clients in stocks and options. His move into Financial Planning was inspired by a desire to offer his clients a more holistic approach to wealth.
Adam holds a B.A (Economics and Education) from the University of Sydney plus a Diploma of Financial Services.