What We Advise
We know that you are hard-working professional with serious career, big passion, and busy life;
We know that your time is limited and not everyone has the time to be a financial expert;
Whether you are running your business or working in the corporate;
Whether you want to Set-up a Self-Managed Super Fund, Protect your income & wealth or Build investment portfolio;
Whether you want to plan for an ideal Retirement or manage the impact of an Inheritance, Divorce, or Redundancy;
We have the expertise to help you make sound decisions now and better plan for your future…
Yun Sun was recommended to us by the owner of the accounting business with which we have had a long association. We were seeking financial advice on best use of our funds as we were going through a period of transition from home ownership to a Retirement Village. Given the circumstances, it was important for us to put down a secure income stream for the future and to review some investments.
We found Yun Sun to be a fine person and a pleasure to work with. He is good listener, knowledgeable and very thorough. His research was exceptional and he put forward some excellent written options for us to consider. Yun Sun provided us with a high degree of service and satisfaction. The outcome of his work has more than met our expectations.
Kevin And Margot Francis
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.
Darshini & Buddhi Wickramasinghe
I’ve engaged Yun’s financial services and advice. Yun is very professional, experienced and detailed. Information given with explanation down to small print. Also very accommodating especially with a busy client like myself, willing to extend his services even to after-hours at times.
Open discussions and ability to find the most suitable products and financial advice, tailored to individuals. I’d highly recommend Yun to anyone who is looking for a capable financial adviser.
I have had the privilege of having Yun's financial advice since 2020. He has helped me to establish my financial portfolio and to select a good insurance company and he has been amazingly thorough in doing them. Yun has deep understanding of the market and I definitely recommend having his service.
I had the very good fortune of meeting Yun back in 2016/17. I had high debt levels and Yun helped me by putting in place a financial plan that was tough but the end goal then was to reduce debt and build savings. I still work to a plan but this one is now focussed on building equity, saving for retirement and diversifying my portfolio, not just reducing debt. Without Yun's guidance and support, I would certainly not be in the financial position I am today. I am forever grateful that we met all those years ago - he is not just a trusted advisor but a good friend who provides sound financial advice based on existing circumstances - and adapts as those circumstances change.
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
STEP 2: Arrange A Meeting
• Listen to your stories
• Understand your concerns & expectations
• Discuss how we can improve
• Face-to-face or ZOOM meeting
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?
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