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Sonas Wealth logo — Create - Enjoy - Transfer

Sonas Wealth

Create - Enjoy - Transfer

Founded 2009 Australia Castle Hill, Australia 4 employees Financial Services, Wealth Management

General Information

Company Name Sonas Wealth
Founded Year 2009
Location Australia Castle Hill, Australia +3
Employees 4
Industries Financial Services, Wealth Management
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About Sonas Wealth

Sonas Wealth is a full service financial advice company founded in 2009 and headquartered in Australia. With the slogan "Create - Enjoy - Transfer," the company aims to help individuals regain control over their finances to plan for the future, build wealth, and achieve their desired lifestyle, while also determining the best approach to transferring wealth to younger generations. Sonas Wealth's team of advisers boasts over 20 years of experience in the financial planning industry, catering to a diverse client base including small business owners, professionals, tradespeople, pre-retirees, and medium to high net worth clients. Additionally, the company collaborates with accountants and lawyers to deliver comprehensive financial services. The company offers a comprehensive range of financial solutions and services, encompassing wealth accumulation and wealth protection strategies, to aid clients in optimizing their financial standing. Though details on the last investment and investors are not available, Sonas Wealth continues to play a significant role in the Financial Services and Wealth Management industries, positioning itself as a key player in the Australian financial services sector.

Taxonomy: financial planning, retirement planning, investment advice, wealth transfer, SMSF (Self-Managed Superannuation Fund), insurance & risk management, estate planning, small business advice, succession planning, intergenerational wealth transfer

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Sonas Wealth Alternatives & Competitors

Sonas Wealth vs
OFS Wealth
OFS Wealth United States

For more than 30 years, OFS has helped athletes, celebrities, and executives manage their wealth....

12 employees
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Sonas Wealth vs
Alpha Wealth
Alpha Wealth Ireland

Finance. Made. Simple.

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Sonas Wealth vs
Xentum Financial Planning
Xentum Financial Planning United Kingdom

Tailored, independent Financial Planning to help you use your wealth to get the most out of life.

17 employees
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FAQ About Sonas Wealth

Create - Enjoy - Transfer
Sonas Wealth was founded in 2009.
Sonas Wealth is headquartered in Castle Hill, Australia.
Sonas Wealth operates in the following industries: Financial Services, Wealth Management.
Sonas Wealth has approximately 4 employees.
Top alternatives and competitors to Sonas Wealth include OFS Wealth, Alpha Wealth, Xentum Financial Planning, Create Wealth Management Ltd, Summit Group Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sonas Wealth and OFS Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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