Plan for Tomorrow. Action from Today

Sun Financial Advisory

Help Busy Professionals with More Control & Less Stress

About Us

What We Advise

We understand that you are a busy professional, business owner or corporate highflyer,

with limited time to be a financial expert!

We are here to listen, discover and help you plan for a better tomorrow

by making best financial decisions from today!

- Financial Planning to Achieve goals & Improve financial position

- Retirement Planning for Right Assets & Incomes

- Set-up & Manage Self-Managed Super Fund

- Compare & Apply Life insurance to protect your Family, Income & Wealth
- Select & Build Investment portfolios to Grow Wealth or Reduce Tax
- Research & Implement Super Fund strategies for Investments & contributions
- Manage the Impacts of Inheritance, Divorce, or Redundancy

Testimonials

“Yun has been invaluable as part of our “team” in planning our financial future. He has been very forthcoming with queries we have and individualises his planning to suit our requirements. He has been actively involved in our progress and takes the time to get to know his clients to see what they require from him to best plan for their goals. We are happy we have had the opportunity to involve Yun in our journey. ”

Dr. Darshini & Dr. Buddhi Wickramasinghe

How We Connect

STEP 1: Book A 15-Minute Call

No cost or obligation
Introduce our service
Answer your questions
Ensure our expertise matches your situation

FAQs

STEP 3: Take Time To Think

• Do you feel you are understood?
• Do the benefits outweigh the cost?
• Do strategies make sense?
• Are you comfortable with the advisor?

FAQs

STEP 2: Arrange A Meeting

• Listen to your stories
• Understand your concerns & expectations
• Discuss how we can improve
• Face-to-face or ZOOM meeting

FAQs

STEP 4: Work Together Closely

• Have the guidance from the professionals
• Have a clear action plan
• Have more control & less stress
• Have the ongoing support

FAQs

Yun Sun, ASIC Registration 1002652, and YS & XYZ Pty Ltd, ABN 50440054899, as the trustee of YX & XYZ Family Trust trading as Sun Financial Advisory, are authorized representatives of Australian Mortgage & Financial Advisers Pty Ltd (AMAFA) | ABN 26 088 464 939 | AFSL 389206

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