What are your fees?
We offer a flat-fee-for-service as follows:
One Page Plan: $330
Individuals start from $4,400
Entities such as SMSF’s start from $6,600
Who is your typical client?
Our typical client is 10-15 years out from retirement and keen to know two things: how much do I need to retire, and will I have enough?
Are you independent?
Suncow Wealth is a privately owned, fee-for-service business. We have no affiliation with any bank or financial institution.
I see you’re based in Sydney, NSW. Does it matter if we live on the other side of the world?
Not at all. We have clients who live less than an hour away who we’ve never met. It’s the world we live in.
What’s with the paddocks and cows?
We’ve been using the ‘5 paddocks and 2 cows combo’ for years just to make finance easier for clients to understand…and they love it!
Who does your drawings?
I do. In fact, most people are surprised to learn this but I’m self-taught.
BTW…I don’t want to get too technical about my drawings but they’re called ‘cowtoons’. ;
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.