Sophie Doyle

Sophie was recommended by my super fund as I was looking for an adviser who could understand my financial needs to enable my retirement. Sophie is easy to talk to about my finances, retirement, super/pension options and the steps needed to achieve the best outcomes for me. Sophie always listens to what my needs and wants are and provides the options with explanations of which options are best for me. Sophie is knowledgeable, friendly and sensitive to my concerns, answering all my questions clearly. I have no hesitation in recommending Sophie to anyone wanting financial advice, especially anyone who is approaching retirement with all the financial concerns that come with this. Thanks to Sophie I have retired with a suitable super/pension income for a happy and relaxed retirement!

I live overseas and was blessed to find Sophie, after a google search of advisers in her area. She worked with me via zoom calls and many emails to guide our family in the right direction, to meet the needs of my mother’s transition from sale of her home to an aged care facility. She guided us through the process and provided just the right option that aligned with my mother's firm wishes about her finances. I was fortunate to meet Sophie in person on my last trip back to Sydney. She has been wonderful to work with and I highly recommend Sophie to those in need of working through the aged care system.

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.