Sunlight Insurance & Financial Services

01/11/2024

when life shifts, should you financial plan shift too?

Jim and Sharon, a couple in their 40s with two teenage children, were living an active and healthy lifestyle. Their financial plan was straightforward: work hard into their mid-50s, then retire at 60 to travel the world. But one weekend turned their plans upside down...

26/07/2024

Are you aiming for significant life goals, such as purchasing a home or achieving early retirement? A crucial first step is to manage your spending wisely to enhance your savings and investment efforts.

Below is our new article talking about some financial errors you might be making. Hopefully that helps :)

Are you aiming for significant life goals, such as purchasing a home or achieving early retirement? A crucial first step is to manage your spending wisely to enhance your savings and investment efforts. HHere are some financial errors you might be making that could have significant consequences...

14/12/2023

We only live once. Having a good life experience and having plans to invest for the future are both important...

One of the most frequently asked questions directed at financial advisors is, "How can I increase my retirement savings?" Many individuals dedicate themselves to maximising their savings, often fearing they might outlive their financial resources. While this dedication to saving is commendable, it's...

13/10/2023

If you have a young family and haven't got any insurance plan, or insurance within your super fund is only insurance you have, I think we need to talk.

17/03/2023

What an interesting report. I am proud to be a financial adviser who can help not only male clients, but also female clients:). Have a good weekend!

06/02/2023

We have published a new article regarding common questions for personal insurance. If you have further questions, please feel free to contact us😄.
insurance insurance

Personal insurance is designed to protect you and your loved ones from the financial consequences of death or disability. They reduce the impact of risk on your financial lifestyle. Personal insurance, therefore, form an important part of most financial plans.Here’s a brief overview of what person...

21/12/2022

We have posted an article in our website about the cybersecurity tips:).
https://sunlightinsurance.com.au/2022/12/21/cybersecurity-identity-theft-and-prevention/

28/10/2022

Have you watched the federal budget night? What's your thoughts? Here is the major summary for the announcements. We have a more detail article in our website (www.sunlightinsurance.com.au) to analyse it. Have a good weekend!

26/08/2022

Are thinking about retirement? The below article in our website outlines 10 tips to prepare for retirement. Have a good weekend!

05/08/2022

We have just posted an article (link below) discusses why female investors are quickly rising in numbers and how their portfolios tend to differ from their male counterparts...

https://sunlightinsurance.com.au/2022/08/05/the-female-investor/

20/05/2022

Inflation is the hot topic over these days. Our new blog discusses the effect of rising inflation and includes a list of ways to prepare yourself in this environment...
https://sunlightinsurance.com.au/2022/05/20/rising-inflation-and-what-it-means-for-you/

16/05/2022

With so many changes to super in recent times, comparing to the past can be confusing. Focusing on the present, my blog in our website: https://sunlightinsurance.com.au/2022/05/13/the-what-why-and-how-of-contributing-to-super/
has provided an overview of the current (May 2022) superannuation contribution options.