Suntax Financial Planning | Sunbury & Essendon North

Welcome to Suntax Financial Planning

At Suntax Financial Planning, our goal is to help our clients live the most amazing retirement possible by supporting them with bespoke strategic advice and investment solutions. Our planning and modelling will help guide you through the retirement phase of your life.

About Us

Our purpose is to create and share amazing life experiences for both our clients and our team members.

Call us to find out how we can help you.

03 8746 7700

Why choose Suntax Financial Planning

Unlike many traditional financial planning firms, we are 100% independent when deciding where to invest

We have removed the standard financial planning multi-level platform fees and have a direct to client model cutting out expenses for our clients

We have an Investment App that lets you track your investment performance in real time

We are committed to ensuring our clients live the most amazing life in retirement by providing strong and stable financial investments to help you achieve your personal travel and lifestyle goals

We invest directly in Australian and International markets, giving your wealth the best chance to grow

By working closely with the accounting division of Suntax, we ensure every investment strategy is tax-effective which helps to increase your wealth in retirement

We regularly review and refine your plan to keep you on track towards lasting financial security

We listen to your goals and tailor our solutions to help you achieve them

The Financial Planning Team

Meet the professionals helping you build your tomorrow.

Meet the team

Our Clients.

We’re invested in your journey

We specialise in helping pre-retirees and retirees—especially those over 50 with $500,000+ in combined super make the most of their retirement years.

Our focus is on building sustainable income and growth through investments in well-managed, profitable companies while steering clear of unnecessary risk, whether you’re transitioning to retirement or managing an inheritance, we provide the strategies and peace of mind to help you live an amazing life in retirement.

Explore Our Insights

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Choosing a Financial Planner Who Understands Your Goals

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A Comfortable Retirement Standard

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We’re here to help you live your best life—today, tomorrow, and in retirement. At Suntax Financial Planning, we create tailored strategies to empower your future and secure your retirement dreams.

Australian Financial Services Licensee
Suntax Financial Planning Pty Ltd (ABN 29 673 760 364) is a corporate Authorised Representative of Suntax FP Licensing Pty Ltd (AFSL 561671) (ABN 25 679 990 526)

The information on this website is general in nature and does not take into account your objectives, financial situation or needs. If you require personal advice which has regard to your personal circumstances, please contact an authorised financial adviser. Before you make any decision about whether to acquire any financial product, you should seek personal advice from an authorised financial adviser.