Suntax Financial Planning Revenue

Financial Services • 14 Horne Street, Sunbury, Australia • 1-10 Employees

Suntax Financial Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Suntax Financial Planning

Mark Lawry

Managing Director

Company overview

Headquarters	14 Horne Street, Sunbury, Victoria 3429, AU
Website	suntax.com.au
NAICS	52
Founded	2024
Employees	1-10

Suntax Financial Planning Email Formats

Suntax Financial Planning uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@suntax.com.au), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@suntax.com.au	66.7%
{first initial}.{last name}	j.doe@suntax.com.au	33.3%

About Suntax Financial Planning

At Suntax Financial Planning, we specialise in providing tailored financial planning strategies for individuals approaching retirement and those already enjoying it. Our focus is simple: Helping you retire with confidence through clear, actionable strategies while maximising your retirement savings by prioritising direct investments wherever possible, giving you greater transparency, control, and potential returns. We understand that retirement is a major life transition, not just financially, but personally. That’s why we take a deeply personalised approach, aligning your financial plan with your goals, lifestyle, and legacy aspirations. Whether you're 5 years out from retirement or already living your next chapter, our experienced team is here to guide you through: ✔️ Superannuation and pension strategies ✔️ Transition to retirement planning ✔️ Direct share and investments ✔️ Tax-effective income streams ✔️ Estate planning and legacy strategies We believe your investments should work for you — not through layers of hidden fees or complexity, but through smart, direct solutions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Suntax Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Suntax Financial Planning has never raised funding before.

Frequently asked questions

Suntax Financial Planning is located in 14 Horne Street, Sunbury, AU.

Suntax Financial Planning generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Suntax Financial Planning has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Suntax Financial Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Suntax Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Suntax Financial Planning

Mark Lawry

Managing Director

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