Sansovini Financial Services

Welcome to Sansovini Financial Services, located in the beautiful city of Newton, Australia. We are an esteemed establishment in the finance industry and a point of interest for individuals seeking expert financial advice.

At Sansovini Financial Services, we are dedicated to providing honest and integral financial planning services. As the owner and financial planner, Steven Sansovini embodies these core values and works tirelessly to offer advice that will empower you to achieve your financial and life goals.

Steven is known for his calm, considered, and methodical approach, making him a trusted advisor for clients from all walks of life. He possesses the patience and expertise to work with clients of diverse backgrounds and tailor his advice to their unique circumstances.

One of our key areas of focus is building investment portfolios that generate passive income. We understand that this process requires time, patience, and willpower. However, the rewards can be tremendous, potentially allowing you to retire early and create intergenerational wealth. Our advice is rooted in your goals and circumstances, ensuring a personalized approach to your investment journey.

Superannuation pensions are highly tax-effective, and our advice will help you maximize the numerous tax concessions that these pensions offer. If you qualify for an Age Pension, our guidance will ensure you maximize your entitlements, which, when combined with your superannuation pension, will fund your desired retirement lifestyle.

We recognize that many individuals struggle to save despite their hard work and good income. With our expert advice, you can save for a house, investment property, share portfolio, or retirement. We guide you through the complexities of investing, tailoring our advice to your specific situation and needs, always keeping your best interests at the forefront.

Debt is a common part of life, and our advice is designed to help you minimize your debts and pay them off as quickly as possible. We understand that superannuation is a complex and ever-changing vehicle for building wealth, and we will help you navigate its intricacies to maximize your retirement income while minimizing your tax liability.

Protecting your assets is crucial, and we will assist you in choosing the appropriate structure to safeguard your hard-earned wealth. Additionally, our advice ensures that you have the right life insurance with appropriately priced premiums, so your family can continue to prosper in the event of your passing.

For those who are working and have financial commitments, safeguarding your income against illness or injury is essential. Our advice will help you determine the right amount of affordable cover, and if needed, secure a lump sum payment for severe disabilities.

We believe in fee transparency and will agree upon our fee with you before commencing any work, providing you with fee certainty. The cost of our advice is based on the complexity and time required to provide tailored solutions. Once we have agreed upon the scope of work, we will provide you with a detailed quote.

At Sansovini Financial Services, we only take on clients for whom we can add significant value. We strive to keep our fees as competitive as possible, ensuring that our services are accessible to individuals from all backgrounds.

Please note that Steven Sansovini and Sansovini Financial Services Pty Ltd are authorized representatives of InvestPlan Pty Ltd, an Australian Financial Services Licensee. Our website contains general advice and does not consider your specific objectives, financial situation, or needs. We encourage you to speak with a financial adviser and review the relevant Product Disclosure Statement (PDS) before making any financial decisions.

Thank you for visiting our website, and we look forward to assisting you on your financial journey.