Sun Private Wealth Financial Advisors 34 Glenferrie Drive, Robina, Queensland 4226
About the Business
Welcome to Sun Private Wealth Financial Advisors, a boutique financial planning practice located in Robina, Australia. Our team of expert advisors is dedicated to providing strategic financial advice solutions for our clients in a variety of areas including Wealth Creation, Superannuation, Retirement planning, Aged Care planning, Life and Income Protection insurance.
We believe that professional advice can have a significant impact on your financial journey, regardless of your life stage. By working with a qualified financial planner at Sun Private Wealth, you can feel confident that you are on track to achieve your goals. We prioritize building lasting relationships with our clients, taking the time to understand your unique situation, values, and what truly matters to you.
One of our specialties is creating effective solutions for Aged Care. Whether you are preparing for yourself or a loved one to enter residential aged care, our team can guide you through the process and help you make informed decisions.
Another area of expertise is Self Managed Superannuation Funds (SMSF). Establishing your own SMSF and managing it on an ongoing basis can be complex, but our advisors have the knowledge and experience to assist you every step of the way.
We also offer a range of insurance options including Term Life insurance, Total and Permanent Disability (TPD) insurance, and Income Protection insurance. Our team can help you understand the different types of insurance available and find the right coverage for your needs.
Investments are another key area we can assist with. Managed funds are professionally managed investment portfolios that individual investors can buy into. Our advisors can help you navigate the world of managed funds and find the right investment options for you.
Navigating the Centrelink and Aged Pension landscape can be challenging, which is why we offer solutions to help you maximize your entitlements. Our team stays up-to-date with the ever-changing Centrelink rules and regulations to ensure you are receiving the benefits you deserve.
In addition, we can assist you with finding lost super and consolidating all of your existing superannuation funds into one single account, making it easier for you to manage your retirement savings.
At Sun Private Wealth Financial Advisors, our aim is to work with you over the long term to create a customized financial plan that works for you now and into the future. We are committed to providing exceptional service and helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Photos
Location & Phone number
34 Glenferrie Drive, Robina, Queensland 4226, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"A business filled with wonderful humans that give amazing advice and support for all your financial needs, I always feel so taken care of and understand all the information given. I cant recommend these guys high enough! Thank you Michael and Hailey"
"Micheal Kieffer is the financial adviser you want in your corner. He is honest, thorough and practicable. He tells you what you need to know, not what you want to hear. We wanted to retire immediately, but after consultation with Micheal, we soon realised that we had to work for a few more years, albeit, on less hours. He showed us how to semi retire and work reduced hours, while not reducing our superannuation at an alarming rate. We would highly recommend this company as it is founded on integrity, respect and honesty."
"SPW look after all of my superannuation and insurance needs. They are highly professional, with a comprehensive knowledge of current market trends and product offerings and make sure that my super is set up to work towards my future goals. They consistently review my insurance as well to make sure I'm not paying too much and that I still have the right amount of cover. They are easy to talk too and always available if I have question. Plus their office has plenty of parking (winning!)."
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