Wealth,
well considered.

Sonas · sō-,nas · Irish Gaelic for happiness, prosperity and good fortune.

Create. Enjoy. Transfer. A private wealth advisory practice serving families across Castle Hill, Windsor and Sydney's North-West.

— Our Approach —

A different kind of financial advisor.

We're proud to provide world-class financial solutions to families in the suburbs we call home. We help you create wealth, enjoy what you've built, and when the time comes, transfer it on your own terms.

Our offering.

Three pillars. One considered approach.

Wealth Management

Investment advice that helps you manage your wealth, today and tomorrow. Our dedicated team of financial specialists works alongside you to grow what you have, and protect what matters.

Retirement Planning

It's never too soon, nor too late, to adopt strategies that support your retirement goals. Our financial professionals will help you develop a workable plan you can live by.

Estate Planning

Trusted advice to help you manage your estate and assets. Bring your questions to us, we'll provide the considered guidance you need to make informed decisions for generations to come.

How we work together.

  • Initial Consultation

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  • Discovery & Strategy

    Detailed analysis of your situation, leading to a strategy tailored to your priorities.

  • Statement of Advice

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  • Implementation

    Step-by-step execution alongside you, with clear expectations for the years ahead.

  • Ongoing Stewardship

    Regular reviews. We stay close, you won't have to chase us for your update.

— Our Belief —

True wealth is the freedom to live with intention, and the grace to pass it on.

In their words.

Stories from the families we serve.

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 sound advice, down to earth, totally relatable, and always up to date with any changes."

Anne-Louise, Lane Cove

Create wealth.
Enjoy that wealth.
Transfer it on your terms.

One conversation can shape a lifetime. We invite you to sit with us, without obligation and explore what's possible.

BOOK A CONSULTATION

Visit us.

Castle Hill

40/8 Victoria Avenue

Castle Hill NSW

02 9899 3693

Windsor

Suite 4, 1 Dight Street
Windsor NSW

02 4587 7565