Suncow Wealth 45 Evans Street, Balmain, New South Wales 2041
About the Business
Welcome to Suncow Wealth, a leading financial institution located at 45 Evans Street, Balmain, Australia. As an establishment that specializes in finance, we are here to provide you with the guidance and support you need to achieve your financial goals.
Are you at a stage in life where you're wondering if you have enough? Perhaps your mortgage is almost paid off, your children have started leaving the nest, and you now have some spare cash. You may be considering changing jobs, helping your children, and traveling before retirement, without compromising your savings. And when the time comes to retire, you want to enjoy the comforts of life without worrying about the cost.
At Suncow Wealth, we understand your concerns and aspirations. We believe that financial planning is similar to farming, which is why we have developed a unique approach called 'Growing Your Financial Farm...one paddock at a time'. Just like a farmer focuses on one paddock at a time, we prioritize your dreams and goals based on your life stage and work from there.
We break down your financial farm into five paddocks to make it easy for you to understand and grow your money. Your Top Paddock is your home, and our first goal is to help you pay off your mortgage and eliminate non-deductible debt. Your Super and Personal Paddocks are where we focus on building wealth for your retirement. We also consider your Tax, which can have a significant impact on your wealth building. Lastly, we have your Bottom Paddock, where your after-tax money lands. Our aim is to help you maximize this paddock to fund your retirement.
We also emphasize the importance of your Invisible Paddock, which represents your estate. Planning for the future is crucial, and we can guide you on how to ensure your assets are protected and distributed according to your wishes.
When it comes to your superannuation, we recommend the dairy cow approach. Just like selling milk to buy more dairy cows, we advise you to focus on compounding the growth of your superannuation fund by reinvesting. This way, you can generate a sustainable income for your retirement without relying on market fluctuations.
To help you get started on your financial journey, we offer our One Page Financial Plan, a low-risk and low-cost option. However, please note that the information provided by Suncow Wealth is general in nature and may not take into consideration your personal financial situation. We encourage you to seek independent personal financial advice tailored to your needs.
At Suncow Wealth, we are committed to providing you with the knowledge and support you need to retire comfortably. Don't let uncertainty hold you back. Contact us today to start growing your financial farm and secure your future.
Location & Phone number
45 Evans Street, Balmain, New South Wales 2041, Australia
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