About Me

"I provide clients with peace of mind by crafting personalised financial strategies aligned with their goals and objectives."
With a passion for empowering clients to make informed financial decisions, Sophie specialises in guiding clients through the complexities of retirement and aged care planning. She holds a Graduate Diploma in Financial Planning and is accredited as an Aged Care Specialist. Sophie's dedication and expertise were recognised when she became one of eight national finalists in the 2023 Aged Care Adviser of the Year awards.