Financial Planning

Suntax Wealth Management

Committed to your financial security

Building your future wealth is important to us. Through our business relationship with Akambo Pty Ltd trading as Suntax Wealth Management, we will create a strategic plan to help you achieve your retirement goals.

  • The wealth creation process begins with an initial meeting with our team
  • Following on from this they will gather all of the relevant information required to provide you with a detailed Statement of Advice
  • A Financial plan will then be developed and agreed on by you, after which the plan will be implemented.
  • Through this process, Suntax Wealth will be liaising with our accounting team to ensure you have the most tax effective solution on offer

Our team does things a little differently to most.  Not only are we your partner in your financial planning journey, but at Suntax Wealth Management our team also invests your wealth directly into Australian Shares, International Shares and other investments.

We are committed to your financial security and your financial plan will be reviewed on a regular basis to confirm you are on the right track to building wealth and reach your retirement goals.

 

 

Contact us on (03) 8746 7700 so that our Wealth Management team can help you grow your wealth, protect your assets and provide for your retirement