I count myself to be very lucky as a client of Tracey Sofra. There are many reasons for this and here are just a few.
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 re: those investments.
We have a self-managed superannuation fund that has a variety of investments:shares, IOOF and Aberdeen, a rental property, blocks of land and a farm which is leased.
Tracey has guided us along the way with twice yearly appointments for her to 'keep a finger on the pulse'. Giving up-to-date reports and options on each investment and wise advice about future investments.
We also have other personal investments and with the help of Tracey these have been successful.
She is able to give relevant information on our future investments and helps us ensure that our money is invested wisely and is working hard for our future.
It gives me much pleasure to provide a testimonial for Tracey Sofra.
My husband and I have known Tracey for more than a decade in her capacity as our financial adviser as we approach our retirement years.
Throughout this period 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 endeavors as well as keeping us up-to-date with her own family development.
We know Tracey will be a wonderful leader of her new venture "WOW Women" and provide other professional women all possible support to be successful in their careers.
We wish the project every success.
After a number of years of dissatisfaction with our previous Accounting Firm we made the difficult decision to move our self-managed super fund control to Tracey at Sofcorp Financial Services. Tracey very quickly brought to our attention how underutilised our Super Fund was, with her guidance and recommendations we now have a diverse and "hard working" asset. 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.