Sonia Muller

My wife and I retired 10 years ago. We were very lucky to become clients of Sonia. In that time she had assisted us in structuring our investments to meet our retirement needs. She has provided ongoing assistance with our super, real estate and managed funds not only to grow our investments but also provide us with an income stream. Advice was also provided in a clear and easy to understand way. We have no hesitation in recommending Sonia to family and friends.

Sonia, you have been an extremely professional, knowledgeable, trust worthy, caring and friendly advisor to us. You have always been there when we have needed you especially in these current uncertain times. If we had not implemented the financial strategies you had advised us on over previous years we would be definitely in a much worse financial situation due to the current crisis.

Sonia has been our adviser for over 10 years and we have no hesitation when it comes to recommending her as we have already to friends and acquaintances. Sonia steered us through the potential financial pitfalls as we approached retirement and has continued to do so now that we are well into retirement. Sonia’s advice on Superannuation and Centrelink and organizing our retirement income has been invaluable. She takes the time to clearly understand us and our financial objectives and has always been clear and exact with the financial advice she has provided. Above all, Sonia is very knowledgeable, proactive and on top of government legislation changes that may impact on us financially. At the same time, she is very pleasant and personable and very easy to talk to. Needless to say, we are very happy with the service and friendship that the Sonia has given us.

Sonia has given me superannuation advice to progress from employment to retirement. Her advice is always detailed, clear and forward planned to help cater for swings in the market thus enabling me to feel confident with my self funded pension. Sonia is extremely knowledgeable about all financial matters and provides accurate and up to date advice as laws or circumstances change. I value the relationship we have with Sonia as she always listens and genuinely cares for her clients. We have recommended Sonia’s services to any friend or colleague requesting a financial advisor.