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Fresh perspectives on wealth

WE’RE HERE TO HELP YOU

A Lifetime of Advice

Designed for you to live the life you want.


Your journey can be quite complex depending on your circumstances and we offer our comprehensive advice offer or we can provide sound strategies on life events affecting you such as starting a family, redundancy, inheritance or retirement.


At Sonas Wealth we understand that everyone is different and we will customise strategies that suit you and your life.


We call this our ‘Lifetime of Advice’.


After we help you discover what you want, we'll work together to find the very best way of achieving it. 

Liam (Wiliam) Shorte

Managing Director, Financial Planner & SMSF Specialist Advisor ™ (FSSA)


Qualifications

SMSF Specialist Advisor ™; Advanced Diploma in Financial Services (Financial Planning); Listed Securities Accreditation; Bachelor of Business in Accounting & Economics.



Liam’s role

Liam gives strategic tailored advice on areas such as business planning, investments, superannuation, retirement planning, risk insurance, aged care and estate planning. Liam’s passion is Self-Managed Superannuation Funds, Family Trusts and small business advice, working closely with client’s accountants and legal advisors to provide a focus on their future objectives and dreams.


Daniel Kirk, Partners, Financila Planner

Daniel Kirk

Financial Advisor & SMSF Specialist Adviser™ (SSA)

Daniel's expertise lies in his ability to navigate his clients through the minefield of modern day finance from first job to retirement and help them with insurances to protect their family.

He can advise a range of clients Online or via offices in Castle Hill & Windsor and by appointment in the Sydney CBD.

Fiona Johnson

Financial Adviser & Operations Manager

Fiona has been the technical mastermind behind the quality advice plans and service provided to our clients over the years as Paraplanner, then moving up to Adviser and Technical Manager before assuming the role of Operations Manager in 2023.

Plan for tomorrow

We are ready to help you design and implement your own personalised plan in place now!

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