Sonas Wealth
#Superannuation & SMSF
#Investments & Debt Management
#Insurance & Risk Management
#Retirement Planning
#Small Business Advice
#Estate Planning
#SMSF Coaching & Education
#Succession Planning & Funding
#Superannuation
#Intergenerational Wealth Transfer
Overview
Sonas Wealth is a full service financial advice company helping people to get back in control of their finances so they can plan for the future, create wealth and enjoy a lifestyle they aspire to while deciding when and how to pass wealth to younger generations.
Create - Enjoy - Transfer
Sonas Wealth's advisers have been operating in the financial planning industry for over 20 years, providing high quality service to a variety of clients such as small business owners, professionals, trades people, pre-/retirees, to medium to high net worth clients. We also work closely with accountants and lawyers to provide a comprehensive financial services offering to our clients.
We offer a full range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.
Contact Details
liam@sonaswealth.com.au
Castle Hill, Australia
Founded
2009
Employees
2-10
Categories
Keywords
#Superannuation & SMSF
#Investments & Debt Management
#Insurance & Risk Management
#Retirement Planning
#Small Business Advice
#Estate Planning
#SMSF Coaching & Education
#Succession Planning & Funding
#Superannuation
#Intergenerational Wealth Transfer
Companies teams usually look at after Sonas Wealth
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.