About

With over 20 years of experience, Sophie provides individual advice in the areas of superannuation, retirement planning, estate planning, investment advice, tax strategies and overall support in managing the finances of clients across Australia.

Sophie’s advisor style is natural, warm and empathetic. She keeps you accountable for your progress and empowers you to be your best financial self by partnering up for positive change.

Sophie highly values her relationships with her clients and brings the knowledge and experience needed to grow your wealth and achieve your financial goals. Sophie is extremely proud of the fact that 90% of all her new clients come from word of mouth referrals from her existing successful clients.

Sophie has a clear vision of how she does business. She strives to deliver high quality, professional advice with friendly customer service whilst always adhering to a high level of ethics.