Sunlight Insurance & Financial Services Pty Ltd is a dedicated insurance and financial planning business with a strong belief in the transformative power of insurance on people’s lives. With over a decade of experience in the field, they specialize in providing tailored advice on investments, superannuation, and retirement planning to help clients achieve long-term financial security and freedom.
Driven by a mission to enhance the quality of life for those seeking financial guidance, Sunlight Insurance & Financial Services takes a personalized approach to each individual’s unique circumstances and risk tolerance. As a privately owned company without institutional ownership, they prioritize acting in the best interests of their clients, offering honest advice, challenging them to reach their financial goals, and providing unwavering support through all stages of their financial journey.
Under the leadership of Director Lisa Lu, an experienced financial planner with a passion for empowering ordinary individuals to protect and grow their wealth, Sunlight Insurance & Financial Services operates as a corporate authorized representative of Lifespan Financial Planning Pty Ltd. With a focus on risk insurance advice and financial well-being improvement, the business has a proven track record of delivering high-quality services and ensuring long-term client satisfaction across all states in Australia.