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SONAS WEALTH

Pronounced sō-,nas   Origin & Meaning: (noun) Irish Gaelic for

Happiness, Prosperity, Good Fortune


Contact Us

CREATE - ENJOY - TRANSFER

We're proud to provide our world-class financial solutions in the suburbs. Let us help you create, enjoy and in the future, transfer your wealth.

About Us

Alata

Alice

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Bebas Neue

Great Vibes

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Belgrano

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Cinzel

Indie Flower

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Lato

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Learn about our financial services

Wealth management

Get investment advice that helps you manage your wealth for today and tomorrow from our dedicated team of financial specialists.

Retirement planning

It’s never too soon or too late to adopt strategies to support your retirement goals. Our financial professionals will help you develop a workable plan.

Estate planning

Get the trusted advice you need to manage your estate and assets. Bring your questions to us and we'll provide you with everything you need to make informed decisions.

Our offering
Our Advice process

How it works

  • 1. Initial Consultation – Getting to know each other

    Begin with a comprehensive discussion about your goals and objectives (some you might not have thought of yet):

    • Understanding your current personal and family situation

    • Identifying key challenges and opportunities available to you

    • Explaining our fixed fee structure

    • Outlining potential superannuation, personal, investment and tax-saving strategies

    • Discussing solutions

    • Providing education on options that will be considered for you, so you are in control

  • 2. Discovery & Strategy Development

    Meet with our expert team to create your tailored solution:

    • Detailed review of your family and financial position

    • Strategic opportunity analysis for you at your age and in your occupation

    • Superannuation/SMSF and Personal Investment structure assessment

    • Customised Scope of Advice to make your objectives quantifiable and set benchmarks e.g. Option to cut back at 55 or 60 on $100,000 per year passive income

    • Liaison with you other advisers in tax, legal and debt management to consider your needs as a team


  • 3. Statement of Advice – The Plan!

    • Expert strategies tailored to your personal needs and stage of life

    • Analysis of options and clear recommendations on the best ones for you

    • Better position explanation and analysis to give you confidence

    • For fee disclosure and analysis of Like for Like with your existing situation and alternatives

    • Comprehensive estate planning strategies

    • Protection for you and your beneficiaries though appropriate Insurance or alternatives

    • Details of our ongoing support and guidance which includes holding you accountable

    • Compliance Check to ensure all we recommend is in your best interests and within the rules.

  • 4. Implementation & Further Education

    We make the transition smooth and efficient:

    • Implementing any changes or new strategies

    • Step by Step walking you through the process so you remain in control

    • Continued education of the benefits and opportunities of our recommendations

    • Process documentation - we prepare all paperwork


  • 5. Ongoing Engagement and Benchmarking

    Ongoing Engagement and Benchmarking

    Regular support to keep your plan on track:

    • Half-yearly check-ins (you can contact us anytime so don’t have to wait for your review)

    • Annual strategic financial reviews

    • Proactive tax planning

    • 5 year forward outlook – what are the next steps to expect in the coming 5 years

    • Technology support e.g. Super Portals, Investment Facilities, Centrelink, My Gov. 

Financial planning for life and success

Create Wealth.

Enjoy That Wealth.

Transfer that Wealth on Your Terms.

Liam is extremely approachable, knowledgeable and provides information in a clear, concise and easy to understand manner. Liam takes the stress out of what can be very complex matters and we feel extremely comfortable under his guidance.".

Alison, Cherrybrook

Liam helped us to clarify financial goals and explore future planning. His compassionate approach made us feel confident in our understanding of financial matters and decisions. His knowledge and experience gave us a sense that we could trust him to assist us with our future needs."

Candice, Kellyville

"Liam is one of those rare financial advisors who looks at your finances holistically. He applies common sense and good sound advice, is down to earth and totally relatable. He knows super laws and changes inside out and is up to date with any new or possible future legislation change proposals. He will also answer general financial questions and is just a great guy."

Anne-Louise,

Lane Cove