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All stages of Life. Superannuation | Life Insurance | Total Wealth Management A risk protection and financial growth strategy that's as unique as you⟶
Live your best life! Live your best life! Live your best life! Live your best life!
We work with you to solve these common questions...
How can I protect my family if I can't work due to illness or injury or if I died?
How do I make the most of my savings?
Paying too much tax?
Which super fund is best?
Will I have enough money to retire?
How do we pay for mum's (or dad's) aged care costs?
Financial Planning
We help you create a comprehensive financial plan that considers your goals, objectives, and financial resources. Our roadmap can guide you in achieving financial success.
Insurance Planning
Whether it's life insurance, income protection, trauma coverage, or critical illness policies, we'll work closely with you to tailor a protection strategy for you and your loved ones.
Retirement Planning
We help you prepare for your retirement by providing advice on superannuation, pension transfers, and retirement planning. Our guidance can assist you in navigating the accumulation, transition to retirement, and retirement phases.
Superannuation Planning
Our team offers personalised advice and strategic planning to optimise your superannuation savings, maximising returns and minimising tax implications.
Investment Management
We help you create and manage your investment portfolio, providing investment advice and ethical investing options. Our wealth management services can help you achieve your financial goals.
Estate Planning
We assist you in planning for the distribution of your assets after your passing, ensuring that your wishes are carried out and your loved ones are taken care of.
Aged Care
We provide expert guidance and support in navigating the complex world of aged care, helping you make informed decisions and ensuring the best possible care for your loved ones.Request Consultation
We value the trust you place in us.
We are in good hands Sofie is always available when needed. She has handled our Superannuation and now Investment Fund in retirement. We feel that we are in good hands and do not need to be worried. We therefore wish her all the best as she moves forward and expands the business. Barry & Val Garnon
Has our best interests at heart I found Sofie to be a very caring and knowledgeable person. Nothing was a problem to her and she always responded to questions very quickly and would explain in a manner in which could be understood. She has our best interests at heart and we really appreciate her for all her advise and help. Margaret McCallan
Invaluable advice for self employed Being self-employed I needed help with my super, insurances and investment advice. Sofie's expertise has helped me greatly to build up my super with different investment options that are working very well and reduced my tax. Her advise has been invaluable and I highly recommend Sofie to any self-employed people who need financial advice. Tony Mcpherson
We work with you on your journey to financial
freedom
We get it — you want to change careers, start a family, retire one day;
but you also want to go to Europe next year.
Find out how much more you can do
when you have your financial plan together.
Request Consultation
Get started
No doubt you have ideas about what you want in life.
Defining Scope. Let's talk and define what you need, and we'll get on track.
Assessing You. We'll assess your finances and prepare a plan catering to your needs.
Drafting SOA. We draft the SOA, you review, and we implement once you're comfortable.
Important Information
Address: Suite 2 level 3/828 Pacific Highway, Gordon NSW, Australia
Australian Financial Services License # 544118
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