Whether you picture yourself travelling Australia in a caravan, enjoying lazy beach days, or spoiling the grandkids, retirement is your chance to live life on your terms. The key is having a clear plan to bridge the gap between where you are now and where you want to be.

Our retirement planning services help you:

• Understand how much you’ll need to fund your lifestyle
• Maximise your superannuation and investments
• Create strategies to manage tax, protect wealth and generate income
• Ensure your money lasts as long as you do

From your first steps in planning to making the most of your golden years, we tailor every strategy to your goals, stage of life and financial situation. Whether retirement is decades away or just around the corner, we’ll help you retire with clarity, confidence and peace of mind.

Managing wealth takes time, expertise, and constant attention — but your life is too valuable to spend buried in financial admin. Whether you’re unsure where to start or simply don’t have the hours to manage your affairs, our wealth management service takes the complexity off your plate and gives you peace of mind.

We help you:

• Organise, protect, and grow your assets
• Create tax-efficient investment strategies
• Structure your finances for long-term security
• Take advantage of opportunities while managing risk

From superannuation and investment portfolios to debt structuring and estate planning, we bring all the moving parts of your financial life together into one clear, tailored plan. You’ll enjoy the confidence of knowing your wealth is being actively managed by experts — so you can focus on living your one precious life.

Whether you’re drawn to the potential of property, the opportunities in shares, or a mix of both, investing can feel overwhelming without clear guidance. We help you understand your options, assess the risks, and choose strategies that suit your goals, lifestyle, and comfort with risk.

Our approach is simple:

• Explain the pros and cons of different investment types
• Show how property and shares can work together in a diversified plan
• Ensure you understand costs, tax implications, and potential returns
• Build a tailored strategy to grow and protect your wealth over time

From your first investment to building a diversified portfolio, we provide the clarity, structure, and ongoing support you need to invest with purpose and confidence.

For many Australians, superannuation will be one of the largest investments they ever have — yet it’s often left unmanaged and misunderstood. Do you know where your super is, how it’s invested, or whether it’s on track to fund your ideal retirement?

We help you:

• Find and consolidate lost or multiple super accounts
• Review fund performance, fees, and investment options
• Align your super with your goals and risk profile
• Optimise contributions for maximum tax and retirement benefits
• Explore whether a Self-Managed Super Fund (SMSF) is right for you

Whether you’re starting your career, approaching retirement, or somewhere in between, we’ll make sure your super is working as hard as you do — so you can enjoy the retirement you deserve.

You insure your home and car without thinking twice — but what about your most valuable asset: your ability to earn an income? Your income supports your family, your lifestyle, and your financial future. If illness, injury, or worse were to strike, the right personal insurance can keep your plans on track and protect the people you love.

We help you:

• Understand the types of cover available — Life, Total & Permanent Disability, Trauma, and Income Protection
• Choose the right level of protection for your unique circumstances
• Ensure your family can maintain their lifestyle, no matter what happens
• Balance affordability with the right level of risk management

Your financial security shouldn’t be left to chance. With a tailored personal insurance strategy, you’ll have peace of mind knowing that your income, assets, and loved ones are protected — so you can focus on living life to the fullest.

Managing your money well is the foundation of every successful financial plan. Whether you’re saving for your first home, juggling family expenses, or planning a comfortable retirement, understanding exactly where your money comes from – and where it goes – is essential.

We help you take control by creating a clear, personalised cashflow strategy that works for your lifestyle and goals. For those just starting out, this might mean building smart saving habits to fast-track your first property or investment. For those approaching or in retirement, it’s about mapping your income sources, tracking your spending, and ensuring your lifestyle is sustainable for the long term.

Our role is to remove the guesswork and give you practical tools and strategies to stay on track, no matter your life stage. With the right plan in place, you can enjoy peace of mind knowing your money is working as hard as you do.

A Self-Managed Super Fund (SMSF) offers greater flexibility and investment choice, allowing you to steer your retirement savings towards your unique goals — whether that’s property, shares, or other assets. But with this control comes responsibility, and professional guidance is essential to navigate the complexities.

An SMSF is typically suited for those who:

• Have over $200,000 in their current super fund
• Want to use their super to invest in property or other specific assets
• Have a clear plan to actively manage their SMSF
• Possess a solid understanding of investment principles
• Want the support of expert financial advisers to guide their decisions

Whether you’re considering setting up an SMSF or looking to optimise an existing fund, our SMSF specialists will simplify the process, help you meet compliance obligations, and create an investment strategy tailored to your financial future.

Estate planning is about more than just wills—it’s about ensuring your assets are passed on smoothly and your family is cared for, even in difficult times. Whether you want to protect your children, minimise tax burdens, or provide clear instructions for your estate, having a tailored strategy in place offers peace of mind for you and your loved ones.

At Sycon Wealth, we work closely with you to develop an estate planning strategy that fits your unique financial situation and goals. While we don’t provide family law or estate planning advice ourselves, we’ll connect you with trusted, licensed solicitors who specialise in these areas. Together, we ensure your financial plan and estate plan align to protect your legacy.

Estate planning can help you:

• Ensure your assets are distributed according to your wishes
• Minimise potential disputes and legal complications for your family
• Provide for your children and loved ones’ future care
• Navigate tax implications affecting your estate

Don’t leave your family’s future to chance. Let us guide you in preparing a comprehensive estate strategy and introduce you to expert legal partners to handle the details.

Disclaimer: Sycon Wealth does not provide family law or estate planning advice. We refer clients to expert, licensed solicitors who offer these specialist services.

Buying a home or investment property, or refinancing an existing mortgage, is a major financial decision — and having the right lending support can make all the difference. Our in-house licensed mortgage brokers specialise in tailoring lending solutions to suit your unique needs and life stage.

Whether you’re:

• Purchasing your first home and navigating grants, deposits, and pre-approvals;
• Expanding your portfolio with an investment property loan; or
• Looking to refinance for better rates or restructure your debt,

we’re here to guide you every step of the way.

With deep experience and access to a broad range of lenders and mortgage products, our brokers simplify the process, negotiate on your behalf, and align your lending strategy with your overall financial goals. Partnering closely with our financial advisers, we ensure your loan fits seamlessly into your bigger financial picture.

Ready to take the next step? Our expert brokers are only a call away to help you make confident, informed borrowing decisions.