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SUMO-SENSE FOR SUPER-GROWTH
EXISTING SUMO-CLIENTS
Your Best Future: Financial advice + planning, superannuation, personal protection + debt management.
Your Future is Important: Got questions? Need a helping hand getting your financial quest on track?
UNLOCK YOUR NEXT CHAPTER
Welcome to Life Sumo - Sumo-Managed, where we level up your financial future with expert guidance and strategic planning. Whether you're just starting your financial journey or looking to optimize your current strategy, our team is here to support you every step of the way. Our comprehensive services are designed to meet your unique needs and goals.
Let's navigate your stars together
SUMO-SENSE | A JARGON FREE SPACE
Let's Simplify Things and
Smash Some Myths!
What if I don't understand finances and look stupid?
The only way to look stupid is by not asking for help. We're here to educate people from all backgrounds, making finances easy to understand without any jargon. The more you learn, the better off everyone is. We're here to help you every step of the way.
Can I afford financial advice?
Are you sure? It’s true that MOST financial planning firms want to charge meeting fees and sometimes thousands of dollars to generate a statement of advice document, whether you go ahead with the advice or not. We don’t. That’s not how we work. We don’t charge for meetings… and if it takes 1, 2 or 10 meetings to establish a statement of advice, we don’t charge. On top of that, we don’t charge for our statements of advice either. If you go ahead with our advice, the cost to go ahead will be in the document. If you don’t go ahead, there is not cost. If the cost doesn’t make sense to you, don’t proceed. It’s that simple.
What if the advisor pushes products for their own benefit?
Not us. We're not owned or affiliated with any platform, super fund, insurance company, or fund manager. Our advice is always based on what's best for you. We don't receive any kickbacks or incentives for the products we recommend.
How long does it take to get advice?
Quality advice takes time. We follow strict guidelines to fully understand your situation and review everything you have in place. This process ensures we give you the best advice in writing. Once you receive the advice, we also help implement it. Great advice can be life-changing, so it’s worth the time it takes.
I have everything in order. Do I still need advice?
That's great to hear! But in our 20 years of experience, we've never met anyone who couldn't benefit from a little extra education and guidance. There's always room for improvement.
Am I locked into a contract with you?
I’m too young to worry about my super and investments.
Um… the sooner you get this right – the better your financial future will be. You can’t be too young. First job? Perfect. Low balance in your super? Superb. Waiting until you’re in your fifties to get this part of your world right is like waiting until your house has burned down before calling the Fire Brigade.
LIVE BIG + PLAN BIGGER
Navigating money matters can seem daunting, but it doesn’t have to be. Whether it’s building your savings, planning for retirement, or just getting a better handle on your budget, we're here to illuminate the path forward. Our goal is to make the complex simple and to tailor our advice to fit your unique journey.
Let’s explore your financial future together, and turn those big questions into clear and actionable plans. We’re here to help you take that first step and every step after. Let's look at what you might want help solving:
SELF MANAGED SUPER ADVICE
Take control of your super with specialized SMSF guidance.
BUSINESS PLANNING + ADVISORY
Propel your business forward with strategic planning and advisory services.
ESTATE PLANNING DISCUSSION
Ensure your legacy with thoughtful estate planning.
BUDGETING SUPPORT
Achieve your financial goals with personalized budgeting support.
DEBT REDUCTION STRATEGIES
Reduce your debt and gain financial freedom with our expert strategies.
RETIREMENT ADVICE + PLANNING
Plan for a comfortable retirement with our comprehensive advice.
PERSONAL PROTECTION
Safeguard your future with tailored insurance solutions.
INVESTMENT ADVICE
Maximize your returns with expert investment strategies.
GEARING ADVICE
Enhance your portfolio with smart gearing techniques.
LET'S POWER UP A DISCUSSION!
It doesn't cost a cent to send us a message and it won't cost a cent for us to get back to you so let's power up that discussion about your future. Let us know how we can help and we will do the rest.
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Life Sumo has a very simple core philosophy. All people would make better decisions with better information.
The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. If you would like personalised advice - please click here to talk with our team.
Download our Financial Services Guide (FSG) and Privacy Policy to learn more about our services, fees, and how we protect your information. We recommend reviewing these documents carefully.
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