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Sonas Wealth is a full service financial advice company helping people to get back in control of their finances so they can plan for the future, create wealth and enjoy a lifestyle they aspire to while deciding when and how to pass wealth to younger generations.
Create - Enjoy - Transfer
Sonas Wealth's advisers have been operating in the financial planning industry for over 20 years, providing high quality service to a variety of clients such as small business owners, professionals, trades people, pre-/retirees, to medium to high net worth clients. We also work closely with accountants and lawyers to provide a comprehensive financial services offering to our clients.
We offer a full range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 40/8 Victoria Ave, Castle Hill,new South Wales 215,australia
- Industry
- Financial Services
- Website
- verante.com.au
- Keywords
- Superannuation & SMSF, Investments & Debt Management, Insurance & Risk Management, Retirement Planning, Small Business Advice, Estate Planning, SMSF Coaching & Education, Succession Planning & Funding, Superannuation, Intergenerational Wealth Transfer, SMSF, Retirement Budgeting.
- HQ
- Castle Hill, New South Wales
Sonas Wealth Questions
Sonas Wealth's website is verante.com.au
Sonas Wealth's LinkedIn profile is https://au.linkedin.com/company/sonaswealth
Sonas Wealth has
5 employees.
View email and phone details for 5
employees at Sonas Wealth.
Sonas Wealth's industry is
Financial Services
Sonas Wealth's top competitors are
Kirk Capital Management,
Smsf Partners,
The Smsf Foundation,
Eviser,
Sift Wealth,
Smsf Association,
Smsf Alliance,
Rcr Financial,
Wt Financial Group (Asx:wtl),
Mission Specific Advocacy.
Sonas Wealth's categories are Financial Services
Sonas Wealth's founding year is 2009
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Top Sonas Wealth Employees
-
Fiona Johnson
Financial Adviser At Sonas Wealth Pty…
Greater Newcastle Area, Australia1verante.com.au -
Cam Holdsworth
Associate Adviser | Professional Year
Wollongong, New South Wales, Australia, Australia -
Liam Shorte - SMSF Coach FSSA
Family Wealth Adviser | Smsf Consultant…
Greater Sydney Area, Australia2verante.com.au, nextgenwealth.com.au -
Ronan Shorte
Implementation Officer At Sonas Wealth…
Sydney, New South Wales, Australia, Australia
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