Liam Shorte

Sonas Wealth

Platinum

20 Yrs Experience

Castle Hill, NSW 2154

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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.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

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.

4.75 October 2024

I think that Liam is very good at what he does. He is always very good at listening & giving advice & being helpful.

5.00 October 2024

Liam and his team gave excellent advice on updating our super status and prepared and submitted my wife's pension application through to completion. His professionalism was evident in his document presentation. I would have no hesitation in recommending Liam as a Financial Adviser.

5.00 October 2024

Liam is very polite, helpful and attentive to my needs. He is taking very good care of my needs.

5.00 October 2024

We are grateful to Liam for his expert advice and communication, it's always reassuring to know we have him to guide us in our retirement, investments and family situation. Liam listens to our needs and answers all of our questions, not only that he is a lovely man, very trustworthy and a pleasure to know.

5.00 October 2024

I have been meeting with Liam for 8 or 9 years, working through my retirement and financial plan, he was recommended by a work colleague. Immediately I knew I was receiving better information than my previous contact. A lot of the information can be difficult to navigate and I still struggle, but it always makes sense after Liam explains this, nothing is too much trouble. Liam is very accessible and responsive to emails and phone calls. He is very knowledgeable in his expertise and I would highly recommend him.