Suntax Financial Planning was established with a purpose to help our clients live their best lives in retirement. Suntax Financial Planning is dedicated to empowering clients with tailored tax effective strategies to achieve their retirement aspirations and long-term financial security.
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 actively manage client’s wealth through diversified and direct investments in Australian and International Shares and fixed interest securities. We are committed to ensure our clients live the most amazing life in retirement by combining both strong and stable financial positions with personal travel and lifestyle goals.
