Who we are
Our motto Life’s better when the Sun’s out best describes our mandate of improving our client’s financial life so that they can start enjoying the things that really matter.
We understand that everyone has their own unique story.
That’s why we don’t just give advice, we encourage, inspire and transform our client’s financial wellbeing by developing a clear pathway to their financial success and helping them stay on track.
Please note that Sunlife Financial Advisory has merged with Wahlstrom Financial Services, and is no longer trading.
As Senior Adviser, I continue to work with existing and new clients at Wahlstrom Financial Services, and I invite you to contact me there on 07 5574 0667
– Steve Luman, Senior Adviser.
1. We are grateful for every opportunity
2. We are real people working for real people
3. We empower our clients through an optimistic outlook
4. We build trust through open & honest conversations
5. We do the right thing, even when nobody is looking
6. We turn hope into action
We promise to be your advocate, to understand what’s important to you and to always hold your best interests before ours.
We promise to encourage, inspire and educate you to help you achieve your financial goals.
We promise to always listen, be respectful and communicate on a regular basis to ensure you stay on track.
Sunlife Group is listed as one of the top financial advisers on the Gold Coast.