Sonya White

We have found Sonya very professional in our dealings with her & also friendly and courteous during all communications. Her knowledge and advice was & has been very helpful on our way to retirement. All our communications were very prompt, be that in person, via Teams meeting (we moved 500km away), phone & emails. If I required any further advice or recommendations for any reason, I would not hesitate to use her again or recommend her to other people.

We had been searching for a financial adviser for some time when we found Sonya. From the very first meeting, Sonya was informative knowledgeable and showed a very good interest in helping us through our uncertainties of retirement plans & investments. Sonya was a great listener, communicator & understood where we were & what we wanted to achieve. Very professional but also personalized our needs. Sonya gave us the confidence we need with a financial adviser. Sonya produced & implemented our financial plan with all our requirements with ease. We highly recommend Sonya to any person(s) needing financial assistance without hesitation. Sonya is an absolute champion. Thanks Sonya for all your hard work, efforts & ongoing support.

Sonya has been excellent to work with. Her communication is clear, concise and very responsive. I would highly recommend her services.

Sonya guided us through the maze of superannuation rules and regulations to advise on planning for the future, maximising our super returns and tax benefits. She has done a great job and I would recommend her without hesitation. She is a good communicator and has a relaxed style. Thank you Sonya.