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

Economic outlook: looking ahead to 2021

How we get past the Coronavirus pandemic will be a defining moment of 2021. The direction of the United States under its new President, Joe Biden*, will also be watching closely around the world.

Which are you – a saver or investor?

Whether you are a saver or investor could make a major difference to your lifestyle in the long run.

Transitioning to retirement

If you have reached preservation age, currently 58, the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working.