Services

Wealth Creation

Suncow Wealth is a genuine wealth creation business. We differ from most other financial planners in that we originate from an investment background, not an insurance background.

Our primary goal is to provide clients with a financial roadmap to help achieve their goals in the simplest way possible. Specifically, we take our clients through a six step process to identify and evaluate the different options available to them and then decide on the best road forward. Sometimes, roads they didn’t even know existed!

Because we originate from an investment background our wealth creation approach has some significant differences:

  • We measure wealth in cashflow (time) rather than just assets and liabilities
  • Where possible, we recommend direct investments and not managed funds
  • We avoid using wraps, platforms and master trusts wherever possible
  • Most of all, we believe the simplest approach is the best approach

We provide independent, advice based, and fee for service solutions combined with an ethics charter consisting of 2 rules – the Mum and Dad Rule and the Sundown Rule.

Our approach to wealth creation is very outcomes focused. The most common areas covered include:

  • Cashflow budgeting
  • Tax minimisation
  • Investments
  • Debt management
  • Retirement planning
  • Estate planning
  • Asset protection

Importantly, our investment recommendations centre on 3 asset classes – cash, property and shares. We do not believe in any investment that needs feeding, watering or housing!

If you would like to discuss ways Suncow Wealth can help you and your family grow and protect your wealth then we invite you to contact our office on 02-9810 8832 to organise a one hour cost and obligation free consultation.