Sonia will passionately support you to take control of your entire financial world. She will guide you to articulate your immediate and life-long financial goals and provide you personalised strategies to achieve these with wealth and conviction.
Advice is charged on a fee for service basis and representative of the scope of the advice involved. Fees are presented to you in a clear and open manner after the initial consultation.
Sonia has given me great advice in the areas of superannuation, transition to retirement and managing debt. Sonia is very experienced and knowledgeable and very approachable. I feel very confident in the advice I have been given. I only wish I had contacted Sonia years ago!
My wife & I found Sonia to be very good in communicating information for our superannuation. Sonia is very knowledgeable and explains details in a way that was easy to understand. We would recommend her to our friends
Sonia Currey has been outstanding in her dealings with myself in regards to financial planning and also in the well being of my superannuation and investments. Sonia is a good listener and is very professional in her approach to understanding your needs.She has a good knowledge of the financial products available and I highly recommend Sonia to any client needing sound financial planning.
I have found Sonia very helpful She has a friendly approach that makes for a comfortable conversation or meeting I find her advice honest and informative She speaks in a way that i can understand what she is saying Her knowledge has helped me to understand my situation and her advice has been appropriate to my personal situation Sonia has always been a tentative and polite and i would recommend Sonia to any one looking for advice in their financial situation
Sonia is great to work with. She takes the time to explain complex matters and makes sure you understand your options.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2003
- Years of experience 20
- Bachelor of Economics
Minchin Moore26A Best Avenue
Mosman, NSW 2088
- 9:00am – 5:00pm Monday – Friday