VISUALISE WEALTH – SOPHIE ATKINSON

“I HELP MY CLIENTS DISCOVER THEIR MONEY MINDSET, GROW THEIR INVESTMENTS, SUPERANNUATION AND RETIREMENT FUNDS, REDUCE TAX, LOWER RISK AND SECURE THEIR FINANCIAL FUTURE”

THIS IS WHAT I DO

Let me help you Visualise your future wealth!

I have developed a systems-based approach to my financial planning process that is formulated on establishing clear goals, a strong foundation and strategies to achieve your wealth objectives. We meet regularly to review your progress and I provide you with ongoing advice, mentoring and focus to help you to achieve your goals.

My methodology is based on four systems within one system.

The starting point is assessing the strengths and weaknesses of your current financial situation and compare them to your objectives, needs and priorities. We look at what you want to achieve, what’s holding you back and how far you are from closing the gap.

In the second phase we research and formulate strategies to determine what you must do to meet your goals. Depending on you and your requirements, this may include:

  • Cash flow, budgeting, personal investment, superannuation and retirement strategies
  • Preferred investment options including Socially Responsible Investments
  • Lowering your tax
  • Proposing options for your Estate Planning
  • Suitable, value for money products and platforms

In the third phase, we will present you with a Statement of Advice which includes recommendations based on our analysis of your situation. You can expect:

  • A written, common sense, easy to read report tailored for your individual requirements
  • Time frames for personal and financial goals
  • Relevant financial education and discussions with you
  • If required, referrals to specialists for advice that we cannot help you with

During the last phase we review and re-evaluate your situation, including your goals, risk profile, lifestyle and other relevant changes. We assess the plans progress towards achieving your objectives and determine if the recommendations are still appropriate and advise on any changes required.

Infographic - Round (Visualise Wealth) 10.20.2022

WHAT MY CLIENTS SAY ABOUT ME

“Sophie, I want to tell you, how grateful I am. You have assisted in changing my life and the lives of my two children. Your advice has seen me save more in the past few months than I thought possible. I now have a clear financial plan and strategy that I am really excited about. You are a consummate professional, I cannot thank you enough.”

Kathryn C Hornsby

“Sophie has been my advisor for the past seven years. Sophie really understands my financial situation and has carefully guided me to achieve the best possible financial outcomes with my super. She regularly checks in with me, completes all the paperwork and works diligently to ensure that I have a comfortable retirement.”

Teresa S Leichhardt

“Sophie’s Money Magic sessions were fantastic. It is such a new way of looking at your relationship with money and how your life up until this point effects every way you relate to money. I was at a crossroads in my life and needed to really re-evaluate where I wanted to head from a financial perspective and how I was going to get there. I now feel that I have a great foundation and understanding where to start my new journey from.”

Chevaun W St Ives

I worked with Sophie earlier this year and completed her money coaching course. I found it invaluable and a precursor for moving forward as I’m going to be an empty nester soon. I learned more about the philosophy behind my spending habits which was great timing for me as I am planning on purchasing an investment property next year. Sophie’s course made me really stop and think about my short and long term goals and how I can achieve them through good money management. I would recommend Sophie’s money coaching course to everyone!

Karen G Waitara

Main Services

We offer an extensive range of financial services which enable us to create a tailored financial plan to secure your future.

You might be wanting to fund your dream retirement or investment goal, or you may have already retired and are concerned about managing your family wealth and ensuring your loved ones will be looked after in the future.

We understand the stresses of money and that sometimes it can be overwhelming. Our goal at Visualise Wealth is to provide you with a high-level tailored service and to develop a long-term relationship with you who trusts us to build and protect your wealth.

01.

Wealth Creation

Wealth creation is building financial security now so you can enjoy your lifestyle in the future. Choosing where and how to…

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02.

Retirement Planning

Planning for retirement is one of life’s most important financial considerations. The actions you take today can determine your…

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03.

Estate Planning

Estate planning is an integral part of your overall financial plan. Having a valid Will provides certainty by..

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04.

Money Mindset & Coaching

Did you know that the behaviours and comments of your parents, grandparents..

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05.

Financial Planning for Women

We are committed to educating and empowering women to take positive steps

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Sophie Atkinson 
  • Certified Financial Planner ®
  • Authorised Representative (242837)
  • Visualise Wealth Pty Ltd (ABN:22 603 037 510)
  • Corporate Authorised Representative (1245904)
  • Authorised Representatives of Crown Wealth Group Pty Ltd (AFSL # 494274)
Financial Services Guide
Click here To Book a strategy call Sophie