Sofie Korac

Prudentia Financial Planning

Platinum
13 Yrs Experience
Gordon, NSW 2072

Sofia Korac JP, BAppSc, GDipFP is a qualified financial adviser and Director of Prudentia Financial Planning Pty Ltd (AFSL 544118). Sofie is a member of the Financial Advice Association of Australia.  

🤝 As a financial planner, I am grateful for the opportunity to assist clients in addressing their crucial financial and lifestyle objectives. I take pride in building lasting relationships and witnessing clients' growth and increased confidence as they progress toward financial independence. I believe that financial security is a fundamental human right and I am committed to helping individuals such as you achieve it through my expertise, experience and compassion.

💡 Seeking expert guidance and advice significantly boosts your confidence in making financial decisions. By understanding your priorities, I am dedicated to helping you make the right financial choices today, ultimately shaping your future life, regardless of your current stage.

👥 My clients include those preparing for retirement, retirees seeking to maintain their finances; as well as young individuals and families eager to build and safeguard their wealth and protect their family in the event of injury or illness.

🌱 My commitment is to help you achieve your financial goals with confidence and providing you peace of mind.

🙏 Click on the “Get in touch” button above for a no obligation, free consultation.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees will be discussed at the first meeting.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.89
  • Number of reviews 29
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Prudentia Financial Planning

Suite 2, Level 3, 828 Pacific Hwy
Gordon, NSW 2072

Opening hours

  • 9:00am – 1:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Prudentia Financial Planning

AFSL 544118