Moo!
Growing up, all I wanted to be was a farmer. That’s what my grandparents did, that’s how my parents started out and it’s all I wanted to do.
And then the tractor made a hard left turn.
I went to Uni, got a degree and changed my mind! I became a stockbroker instead of a stockman.
And while it might seem like I’m a long way from home, I reckon farming and finance are very much the same.
And that’s why when you come to see us you can expect something very different (in case it wasn’t already obvious!)
Growing Your Herd…
My mission is to help people like you grow your money (herd) so you know exactly how much income (milk) you’ll have to retire on.
Specifically, my goal is to answer your two most important retirement questions…
How much do you need for your retirement and will you have enough?
Because as a retiree, you want to know you can do fun stuff like, take the grandkids on a sneaky trip to the shops, enjoy a delicious Sunday roast (instead of two-minute noodles) and disapper on at least one nice holiday an year without sweating the cost.
Our strategy will show you how to do that… plus leave a legacy for your kids.
Your first mooove…
Just like a farmer must manage the uncertainties of the weather, you need to do the same thing with your retirement.
And that’s why we recommend our One-Page Financial Plan to get started.
It’s a low-risk, low-cost way of finding out how much you need to retire and if you’ll have enough.
It’s also an opportunity for you to find out if we’re the right people to assist you before you commit to a more comprehensive plan.
Most importantly, the one-page plan will show you how to grow your herd with minimal risk and build income for your retirement.
It’s simple and it works.
Information provided by Suncow Wealth is general in nature and does not take into consideration your personal financial situation. It is for educational purposes only and does not constitute formal financial advice. Remember, the value of any investment can go down as well as up. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Suncow Wealth Pty Ltd is a Corporate Representative No.441116 of AFSL 342766.