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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.

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Contact Details

liam@sonaswealth.com.au

Castle Hill, Australia

Founded

2009

Employees

2-10

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

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