SUMOGOLD Pty Ltd (SUMOGOLD) is the union between two long standing entity brands in the Australian financial services industry. SUMO Group originated in 1992 from a financial advisory practice offering integrated solutions in wealth management that included financial planning, accounting and taxation, legal services, mortgage solutions and investment advice. Group founder, Mr Surendra Pather, was instrumental in developing and expanding the business internationally by creating a holistic offer to high net worth clients in five key service categories : Health, Wealth, Leisure, Life philosophies and Education. This culminated in SUMO Groups motto that financial independence is the ultimate opportunity to search for meaning and fulfilment in life, and should not be the end result of wealth creation. As a result of technology and client education, SUMO Group’s financially savvy clients have transformed from requiring financial advice, to requesting financial products for their needs.

Green Gold Enterprises, chaired by its founder, Mr Rajeev Shirodkar, has continually provided speciality services in finance, accounting, operational planning and business growth solutions including mergers and acquisitions, for more than 25 years in Australia. Together with a strong team of finance executives, they have built trusted relationships with a large client base across Australia, that rely on their expertise for total financial solutions. As many of their clients have matured in their knowledge and qualified for “wholesale investor” status, they too have been seeking financial product investment opportunities.