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  • Transparent

    We are a genuine fee for service business providing our clients with total fee transparency. Fees are based on work provided and outcomes achieved, not according to the size of a clients assets. We also offer our clients a transparent service level agreement called the Sundown Rule.
  • Independent

    We are not tied to any financial institution. This means our advice is shaped according to our client’s needs and not influenced by a parent company such as a bank. We believe any commissions or bonuses offered by investment providers should be rebated back to clients.
  • Innovative

    We pride ourselves on being an innovative practice both in the solutions provided and the services delivered. Our Cashcow and Bullseye portfolios plus our unique service level agreement are two examples of our innovative approach to maximising our client’s experience.
  • Expert Advice

    We are an advice based and outcomes focused practice. We do not believe that simply selling ‘product’ is providing advice. We use a specific 6 step process to identify our clients needs and then design our recommendations accordingly. We pride ourselves on thinking outside the square to provide good quality financial advice.

Suncow Wealth Pty Ltd is a Corporate Representative (441116) of Australian Financial Services License No. 393254