Testimonials

Customer satisfaction is our primary goal.

"I enjoy our meetings from both a financial and personal perspective, her personal touch and genuine interest in our life is refreshing and unusual in this day and age. Our move to Sofcorp has been one of the best business decisions we have ever made.”

Wendy Cox


"Tracey has always shown the utmost professionalism in our dealings and we are very happy indeed with the results she has received in this advisory and implementation capacity. At the same time we appreciate her warm and sincere personality as Tracey has always taken an interest in our family and its personal endeavour."

Lynette Lindsay


"I count myself to be very lucky as a client of Tracey Sofra.  She has guided my husband and I into a financially secure position in preparation for our retirement. We are now in our early sixties and she has helped us with investment options and ongoing advice.  She has helped us ensure that our money is invested wisely and is working hard for our future."

Julie Madgwick


"Tracey’s invaluable advice has been empowering and profound - on so many levels."

Tia Mohamed


"We are very happy with Glenn Trickey and Tracey Sofra at Sofcorp.

Before we sold our farm in 2008, Tracey has been investing our money for 5 years. After selling the farm, Glenn has managed our money and we are more than happy with the results of our investment.

Glenn is very helpful with advice on which investments is performing, and moving slower investments to better returns. He is excellent at his job and we are very happy.

We would recommend their great services to anyone."

Barbara and Alistair White - Cobram VIC


"I have been a client of Sofcorp Financial Services (Principles: Glenn Trickey & Tracey Sofra) for the past 8 years from October 2003 up to and including January 2012.

During this period I have had twice yearly (every 6 months) reviews, with Glenn Trickey, and kept informed on the latest investment news by the quarterly newsletter. I am impressed by the diligence and efficiency of the office staff, and the relatively modest fees charged for investment oversight."

Cedric Abbott - Nathalia VIC

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