Helping you achieve financial independence

Tools

About Sofcorp Wealth Services

Sofcorp Wealth is a financial planning practice that offers solutions for all your financial needs. We focus on working in partnership with you, to enable you to reach your financial goals and secure your lifestyle.

We understand that each client has many options to consider when it comes to creating and managing their wealth.

To help you navigate through the complex options, we work in partnership with you to offer a disciplined and objective approach to the delivery of advice, based on a thorough understanding of your current and longer term needs and objectives.

Request a call
Accordion icon

Contact our friendly team today

Our services

View all

Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Life-stage financial planning

Our financial strategies reflect what's going on in your lives, rather than your age.

Articles

View all articles

Successful Investor Secrets

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.

Economic Outlook

Overall, we are likely to see a slowdown in growth for both the Australian and global economies over the next year. Upcoming elections, including our own Federal election, will have a major influence on the economy as will government spending.

Tax tips and tax return hints

As we come close to the end of June, here are some initial tips and hints to help you get started.