Financial management at every stage in life

It’s common to feel lost about positioning the resources you have, your aspirations, and what’s important in your life. That’s where we come in.

Our wealth management services

With the right plan in place, you will have the clarity and confidence to move forward with your future

Investing wisely, boosting your super, reducing debt, acquiring your dream home, embarking on a new business venture, or optimising your asset portfolio. Together, we'll navigate these pivotal moments to maximise wealth for your future.

Retirement Planning

Enjoy a comfortable and secure retirement by aligning your financial resources with your future lifestyle goals, ensuring peace of mind as you plan for life after work.

Superannuation & SMSF

Maximise your retirement savings with effective fund selection and contribution strategies, making the most of this essential investment vehicle to support your long-term financial security.

Investment Planning & Management

Achieve optimal performance and growth over time with diversified investment portfolios tailored to match your risk tolerance and financial objectives, helping you build and maintain wealth.

Tax Planning

Reduce your liabilities and increase your returns through strategic tax decisions, enhancing the efficiency of your financial activities and keeping more money in your pocket.

Estate Planning

Secure peace of mind knowing your legacy is preserved and your wishes will be honoured with meticulous planning, ensuring your assets are protected and distributed according to your desires.

Cash Flow

Support your current lifestyle and plan for future investments by optimising your cash flow, ensuring you maintain financial stability and growth throughout your life.

Centrelink

Navigate the complexities of Centrelink benefits to maximise your entitlements and seamlessly integrate them into your financial strategy, enhancing your overall financial well-being.

Life Insurance

Protect your family’s financial future with life insurance coverage tailored to your unique circumstances, providing security and reassurance in the face of unforeseen events.

Debt Management

Debt can be a great tool to achieve certain milestones or increase investment potential, however being debt-smart is critical to achieve your broader goals.

Ready to take the next step?

For more information about any financial strategies or services we provide, please book a complimentary meeting with us.

How we work

The Sanders Success Wealth Management journey

Discovery

Begin your journey with a complimentary 90-minute meeting where we gather information about your financial goals and start crafting a tailored strategy that aligns with your aspirations.

Strategy

Two weeks after our initial discussion, we will reconvene to present a high-level strategy, highlighting the benefits and value of proposed actions.

 

Advice & Implementation

Following strategy approval, we provide you with a Plan, known as the Statement of Advice and oversee the implementation process. This stage ensures that every step is executed as planned to achieve your financial goals.
Creating customised financial strategies that considers every aspect of your life and goals, ensuring that your plan is not just about growing wealth, but about enhancing your life.

Our expertise

Why work with Sanders Success Wealth Management?

With us by your side, your financial goals become our blueprint for success.

Clients Feedback

See what what our clients are saying

Hear straight from our clients, and how we changed their lives.

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Fernando Rodriges
Fernando Rodriges

Client

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Ryan Shmicell
Ryan Shmicell

Client

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Wright Philip
Wright Philip

Client

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Keyla Dunn
Keyla Dunn

Client