I am a Financial Planner and Fellow SMSF Specialist Adviser™ FSSA™. I am serious about educating clients to take back control of their finances and write an educational blog called The SMSF Coach. In 2017 I was named in the Barron's (with The Australian newspaper) Top 50 Financial Advisers. I am on the Board of Directors of the SMSF Association. I write and speak on superannuation, retirement and small business with a focus on intergenerational wealth transfer. I was the winner of SMSF Adviser of the Year NSW - 2017 and 2018. Winner of the IFA Excellence Awards - SMSF Adviser of the Year 2021 and Finalist 2022 & 2023. I work with people who are engaged and determined to be self-funded in retirement but we know the safety net strategies as well. We believe in using the tax, super and legal systems to maximise your wealth and ensure you are structured to make the most of all opportunities. Investments often come last in such planning but we believe in a diversified asset allocation and taking the stress out of investing by having clear long-term goals driving our investment decisions. We hope to add the "sleep factor", where you can rest easy at night knowing exactly how your lifestyle will be funded in future years.
My fees are based on a fee for services provided. To onboard a new client in the current financial and compliance environment requires a great deal of time and effort so we base our fees on a minimum $4,800; additional for more complex services.
From the outset, we have had an extremely favorable relationship with Liam. He was recommended by friends and we have been delighted by his expertise, knowledge, communication and interest in us ever since. We have recommended his services to other people without reservation because we are confident that Liam would take care of their interests as well as he takes care of ours.
Liam is extremely approachable, knowledgeable and provides information in a clear, concise and easy to understand manner. Liam takes the stress out of what can be very complex matters and we feel extremely comfortable under his guidance.
Liam is very able to explain things to us in a very clear way. We are very confident in the advice Liam gives us.
I have been a client of Liam's for many years and he was introduced to me by my former advisor Graeme. I have always had confidence in Liam's ability to provide me with the results and achieve the goals and objectives we set many years ago. Now comfortable in retirement i owe it all to Liam's ability to combine my financial goals with my lifestyle and I appreciate the advice he has given me over the years which has complemented the expert financial service offered.
- Adviser status Platinum
- Number of reviews 46
- First year providing advice 2004
- Years of experience 19
- Bachelor of Business
Sonas Wealth Pty LtdSuite 40, 8 Victoria Ave
Castle Hill, NSW 2154 Hawkesbury Business Chambers, 1 Dight St
Windsor, NSW 2756
- 8:00am – 5:00pm Thursday – Friday
- 9:00am – 5:00pm Monday – Wednesday
- In person
- Video call
Viridian Advisory Pty Ltd