You’ve started thinking about your retirement, but you don’t know where to begin.

You listened to some money guru who reckons you need at least $1,000,000 in super but it freaked you out. You’re not even close!

And before you retire, you’d like the flexibility to change jobs, help the kids, and do some travelling before it’s too late…without affecting your retirement savings.

Most of all, you want to know you can retire without taking a big drop in living standards.

You’ve worked too hard for that!

If this sounds like you, then maybe I can help.

Keep it
simple

Hi, my name is Adam and I help people like you grow your money, so you know exactly how much income you’ll have to retire on and never worry about money again.

To achieve this, we start all our clients on a One Page Financial Plan.

The One Page Plan includes:

  • An outline of your most important financial goals
  • A model to grow your money with minimal risk and build income for your retirement
  • A feedback system to make sure you’re on target to achieve your goals
  • An outline of our fees if you proceed to a full-scale financial plan

The One Page Financial Plan is ideal for anyone who knows they need advice but isn’t sure where to start.

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.

Getting
started

What others have to say…

The OPP gave me so much clarity and peace of mind. Best of all, it showed me a clear pathway to achieve my retirement goals. I’d highly recommend it. – Matthew Billet

The OPP was more than we expected! I loved the paddocks and cows approach for investing. It made everything so simple to understand. – Bruce and Wendy Patton

How much is it?

To get unstuck the cost is a flat fee of $550 (inc gst).

You get: discovery meeting, one-page financial plan (hard copy and video), Q&A follow-up meeting.

How do I get started?

Email me at adam@suncow.com.au to organise next steps

Thanks for dropping by!
- Adam

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.