Secure Your Financial Future with Confidence

 

Planning for retirement can feel overwhelming, but with the right financial adviser, you can gain clarity and confidence. At Suncow Wealth, we believe financial security doesn’t have to be complex. Our One Page Financial Plan helps you understand exactly where you stand and how to reach your retirement goals.

Why Work With a Financial Adviser?

Many Australians struggle with retirement planning because of confusing advice and unpredictable markets. A qualified financial adviser can:

  • Assess your current financial position
  • Help determine how much you need to retire comfortably
  • Optimize your investments for long-term security
  • Develop an easy-to-follow, income-focused retirement strategy

What is the One Page Financial Plan?

Our One Page Financial Plan is designed to simplify retirement planning. No jargon, no overwhelming spreadsheets – just a clear, personalized roadmap that shows you:

✔ How much do you need to retire based on your lifestyle goals

✔ How to structure your savings and investments for reliable income

✔ Tax-efficient strategies to keep more of your hard-earned money

✔ A simple breakdown of your retirement timeline and next steps

How We Calculate “How Much Do I Need to Retire?”

The amount you need for retirement depends on factors such as:

  • Your desired lifestyle (basic needs vs. luxury travel, hobbies, etc.)
  • Current savings and superannuation balance
  • Expected expenses (housing, healthcare, leisure activities)
  • Potential income sources (investments, pension, rental income)

Our financial advisers use income-based projections rather than market speculation, so you always have a clear and predictable plan.

Frequently Asked Questions (FAQs)

Q: How much is the One Page Financial Plan?
A: The cost of the One Page is $660 (inc gst) and it may be tax deductible.

Q: How do I know if this service is right for me?
A: If you’re feeling uncertain about retirement and want clarity on how much you need to retire, our One Page Financial Plan is a great first step. Plus, it’s backed by a 100% satisfaction guarantee.

Q: What if I don’t have $1,000,000 in super?
A: That’s okay! Many people retire comfortably without hitting that number. We focus on creating a strategy that works for you, regardless of your current savings.

Q: How do I get started?
A: Simply email adam@suncow.com.au to schedule a consultation! Take The

Next Step Toward Financial Security…

Stop worrying about how much you need to retire and start planning your future with confidence.

 

📩 Email me today at adam@suncow.com.au to book your Discovery Meeting.

Why Choose Suncow Wealth?

  • Fee-for-service financial advice with no hidden commissions
  • Flexible payment options (one-off or monthly fees)
  • Proven strategies to generate lifetime income
  • Clarity in minutes with our One Page Financial Plan – 100% satisfaction guarantee.
Thanks for dropping by!
- Adam

Information provided by Suncow Wealth is general in nature and does not take into consideration your personal financial situation. It is for educational purposes only and does not constitute formal financial advice. Remember, the value of any investment can go down as well as up. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Suncow Wealth Pty Ltd is a Corporate Representative No.441116 of AFSL 342766.