Sonya White

We found Sonya an absolute pleasure to deal with. Her knowledge is invaluable and she explained everything to us in “Plain English”. We are so glad we chose Sonya to help us into retirement and would recommend her every time.

We engaged Sonya to assist us with superannuation and related strategies in the lead up to retirement. She was thorough, very easy to communicate with, and was genuinely in tune with where we were at as a couple seeking to ensure a comfortable retirement. Her follow up was reliable. Sonya was most professional and her extensive background and qualifications gave us confidence that we would be getting quality guidance and advice.

Sonya's advice with respect to current superannuation legislation (caps, limits and TTR strategies), as well as investment strategies and tax minimisation, will make a significant difference to our financial position when we choose to retire in a few years. As an ex licensed planner (from 30 years ago), I was impressed with her knowledge and her "user friendliness".

I first met Sonya when I was looking at options to reduce my beneficiaries tax liability upon my demise. Sonya advised (legal) strategies, undertook the planning and then implemented the complex administrative procedures to effect the changes. At all times Sonya was professional and attentive; she is a great communicator and also pleasant to deal with.