Sunlight Insurance & Financial Services Pty Ltd
About the Business
Welcome to Sunlight Insurance & Financial Services Pty Ltd, located at Eight Mile Plains, Logan Road, 2404. As an establishment in Australia, we are a trusted name in the finance industry and a point of interest for those seeking reliable insurance and financial services.
At Sunlight Insurance & Financial Services Pty Ltd, we understand that life is uncertain. However, we firmly believe that careful planning can significantly reduce the level of risk you face. We are passionate about insurance and the positive impact it can have on people's lives. Just like doctors specialize in different fields of medicine, we specialize in providing expert financial advice in the realm of insurance, backed by more than 10 years of experience.
We firmly believe that achieving financial freedom is not an overnight success story, but rather a result of sound and long-term financial planning. Taking into consideration your unique circumstances and risk tolerance, we offer personalized advice on investment, superannuation, and retirement planning. Our aim is to help you secure a better financial future.
Our mission at Sunlight Insurance & Financial Services Pty Ltd is to improve the quality of life for those who seek our financial planning advice and choose to work with us. We understand that every individual is different, and there is no one-size-fits-all solution. That's why we provide tailor-made advice to suit your specific needs. We always act in your best interest, treating you with honesty and professionalism. Our team offers valuable advice and challenges you to achieve your goals, providing unwavering support during difficult times.
Please note that Sunlight Insurance & Financial Services Pty Ltd is a corporate authorized representative (No. 447959) of Lifespan Financial Planning Pty Ltd AFSL No. 229892. The information provided on this website is of a general nature and does not take into account your personal circumstances, financial needs, or objectives. Before making any decisions based on the information provided, we urge you to consider its appropriateness in relation to your objectives, financial situation, and needs. It is essential to seek appropriate financial advice and thoroughly read relevant Product Disclosure Statements or other offer documents before acquiring any financial product.
Choose Sunlight Insurance & Financial Services Pty Ltd for expert insurance and financial advice that prioritizes your best interests and guides you towards a brighter financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Photos
Location & Phone number
2404 Logan Road, Eight Mile Plains, Queensland 4113, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Lisa has been my adviser for over 10 years. She displays good product knowledge and expert advise amongst her insurers. She listens to the client's needs and responds accordingly. We meet up annually before renewal to re-examine my circumstances and a friendly catch up. Highly recommended adviser."
"Lisa was great, good at explaining and efficient. Definitely would recommend!"
"Lisa Lu is always helpful and professional. Have been her customer for 20+year and happy with her customer services very much."
"Lisa Lu has been my insurance consultant for over ten years. She is always helpful, always available and cares about her customers. She has responded quickly to my questions and concerns, been great about getting all she needs to know about the situation and presents me with insurance options that best meets my needs, and with great rates! I highly recommend this agency and have been very happy with her service!"
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