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Sun Private Wealth

Sun Private Wealth is a boutique financial planning practice providing strategic financial advice solutions for clients in areas such as Wealth Creation,
Superannuation, Retirement planning, Aged Care planning, Life and Income Protection insurance. At Sun Private Wealth, we believe that regardless of
your life stage, professional advice can make a significant difference. Obtaining appropriate advice from a qualified financial planner means you can be
confident you are on track to achieving your goals. We strive to build lasting relationships with our clients and we take the time to clarify what's important to
you and to understand your situation and values. Our aim is to work with you over the long term to create a plan that works for you now and into the future.

Our Services

Aged Care Advice

Creating effective solutions for Aged Care Preparing the way for yourself or a loved one to enter residential aged care can...

Self Managed Superannuation Advice

Establishing your own Self Managed Superannuation Fund (SMSF) and managing the fund on an ongoing basis is an indepth and...

Personal Insurance Advice

What types of insurance are available to you? • Term Life insurance – payable in the event of your death • TPD...

Investment Advice

Investments (Managed Funds) What is a managed fund? A managed fund is a professionally managed investment portfolio that individual investors can buy...

Aged Pension and Retirement Planning Advice

Centrelink and Aged Pension solutions In the ever changing Centrelink landscape, it is important to ensure that you maximise your entitlements...

Superannuation Advice

How we can assist you: ✓ Finding lost super and bringing together all of your existing superannuation funds into one single...

Our Team

Book a Free Meeting

Sun Private Wealth - Lakehouse Corporate Space 324/34 Glenferrie Drive, Robina, QLD 4226Telephone: (07) 5535 5881