Brand profile · Financial Services

Sonas Wealth

Sonas Wealth runs a Financial Services operation from Castle Hill, New South Wales. It is privately held, and its site is sonaswealth.com.au. It holds three addresses on record, all in Australia. Headcount on record is 5. Its work is tagged smsf, small business advice and retirement planning. The record links six similar brands, most of them in Financial Services.

sonaswealth.com.au LinkedIn

Profile live Privately Held Founded 2009 1 office country
Counted staff
5
self-reported 2–10 band
Founded
2009
17 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Sonas Wealth is a full service financial advice company helping people to get back in control of their finances so they can plan for the future, create wealth and enjoy a lifestyle they aspire to while deciding when and how to pass wealth to younger generations.

Create - Enjoy - Transfer

Sonas Wealth's advisers have been operating in the financial planning industry for over 20 years, providing high quality service to a variety of clients such as small business owners, professionals, trades people, pre-/retirees, to medium to high net worth clients. We also work closely with accountants and lawyers to provide a comprehensive financial services offering to our clients.

We offer a full range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.

Specialties

All 12 specialties
  • Superannuation & SMSF
  • Investments & Debt Management
  • Insurance & Risk Management
  • Retirement Planning
  • Small Business Advice
  • Estate Planning
  • SMSF Coaching & Education
  • Succession Planning & Funding
  • Superannuation
  • Intergenerational Wealth Transfer
  • SMSF
  • Retirement Budgeting

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU40/8 Victoria Ave; Castle Hill, New South Wales 215Primary
  • AUSuite 40, 8 Victoria Ave; Castle Hill, NSW 2154
  • AU1 Dight St; Suite 4, Hawkesbury Buisness Chambers; Windsor, New South Wales 2756

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Sonas Wealth?

5 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Sonas Wealth have offices?

Three addresses on record, Australia only. Primary: 40/8 Victoria Ave, Castle Hill, New South Wales 215.

Has Sonas Wealth raised funding?

None linked to this brand.

What does Sonas Wealth list as its specialties?

12 tags on the brand's own list, among them smsf, small business advice and retirement planning.

Which companies are listed alongside Sonas Wealth?

4 profiles list Sonas Wealth as a peer — 67th percentile in Financial Services. It lists ten peers of its own. Foster Wealth and Wealth Differently list it back.

What is Sonas Wealth's website?

sonaswealth.com.au