Sophie is passionate about providing clients with peace of mind. Working together, she creates a financial strategy tailored to achieve your dreams, goals and objectives.
Sophie specialises in aged care advice, assisting families to make informed financial decisions as they navigate their way through the aged care system.
Sophie spent 3 years working closely with advisers, developing strategies and building on her extensive technical knowledge before joinng Morgans as an Associate Adviser . She has completed the Advanced Diploma of Financial Planning and will be undertaking a Graduate Diploma of Financial Planning in 2020.
Recognising each person has a unique set of circumstances, Sophie first seeks to gain a complete understanding of your financial position, needs and objectives. By taking a tailored approach, Sophie formulates a financial plan through a variety of strategies that she believes will best achieve your goals and objectives.
Sophie was recommended to my sister and I by our realtor. From our very first interaction Sophie was easy to deal with and professional with a capital P. She listened and took notes about our mothers personal situation and gathered all the required information to allow her to prepare us a comprehensive final report that allowed us to make a decision on the best path forward to move our mother from the family home into the aged care facility of our choice. Sophie also assisted in updating our mothers Centrelink records and getting her share portfolio organised and it was all done in a friendly and warm manner. I would not hesitate recommending Sophie to anyone needing aged care financial assistance.
Sophie was recommended by a friend to assist with the financial planning of our Mum's move into aged care. Sophie was remarkable, detailed, professional whilst making everything easy to understand. Nothing was too much trouble, and she showed empathy for our situation. I wouldn't hesitate to use Sophie again or to recommend her to family and friends.
Sophie is a true professional. She provided expert advice and assistance associated with changes regarding my elderly father's financial arrangements. Her knowledge, expertise and experience in managing the complexities associated with aged care funding and Centrelink was exceptional. She provided advice on a wealth creation plan that was aligned to my father's needs. Her approach and methodology was always professional, and I cannot thank Sophie enough for the way she assisted me. She facilitated changes to a complex situation seamlessly. I would highly recommend Sophie. I would also like acknowledge and thank Lyndell for the support she provided.
Sophie managed our parents' transition to assisted aged care with empathy and skill. She communicated clearly and was instrumental in reducing entry costs. She greatly reduced our stress by handling Centrelink issues and negotiations on RADs directly with the aged care facility while maximising pension returns and ensuring we were confident in our parents' cashflow position. Once they were settled she also presented options for ongoing wealth protection which have been very successful. Sophie is a caring and highly skilful adviser who I would have no hesitation in recommending to anyone who was embarking on a similar journey.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2014
- Years of experience 9
- Advanced Diploma of Financial Planning
Morgans Financial LtdSuite 1, 6 Burns Cres
Gosford, NSW 2250
- 9:00am – 5:00pm Monday – Friday
Morgans Financial Ltd