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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.

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Our services

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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

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How social media is affecting your spending

Social media use has been linked to our mood, self-esteem and even sleep. Research shows that it can also be linked to our spending.

Get insurance while you’re still bulletproof

According to research by TAL insurance, the cost of personal insurance soars after the age of 35. This is also the time in our lives that you may be going through significant change such as marriage, children, a bigger mortgage and more responsibilities.

Economic Update

In the US there are signs of slow economic growth this year. This is apparent from some leading indicators, such as the Markit Purchasing Managers’ Index (PMI) and, to an extent, official economic data. Slow economic growth is a global theme, with few exceptions. The Australian economy is not immune to this slowdown.