Christmas Competition 2018

It’s been an interesting and challenging year in the financial planning industry. However, I would like to say a special thank you to all my clients who have stuck by me and new clients who have taken the leap of faith to engage my services. I will continue to strive to provide the best possible personal advice, ongoing service and care as I can. Examples of some of the big wins for clients over the year included:

  • getting insurance claims approved after they were initially declined;
  • convincing a client to keep his insurances after a redundancy who three months later made a successful claim for $400,000;
  • increasing clients’ part age-pension entitlements; managing client portfolios successfully during turbulent times;
  • reducing tax via salary sacrifice and tax-deductible super contributions,
  • assisted clients with their loved one’s Aged Care assessment; and
  • a number of successful retirement plans that met the client’s income goals and longevity needs.

As always, I am just a phone call away (or email) should you have any questions or require additional advice in between our formal reviews.

I will be taking 3 weeks off work from 24th December 2018 to 13th January 2019. So my last day in the office will be on Friday 21st December. If you require anything urgent during my time away, you can contact my licensee on (07) 5560 2300 or contact your superannuation/product provider directly. If neither of these options work for you, you can leave me a message on my mobile but it may take me a few days to get back to you.

I would also like to wish you and your family a wonderful Christmas and a happy and prosperous New Year!

And remember to enter our competition for your chance to win the $100 gift voucher – for existing “ongoing review” clients only!

Sofie Korac is an Authorised Representative (No. 400164) of Prudentia Financial Planning Pty Ltd, AFSL 544118 and a member of the Association of Financial Advisers.

Financial Advice Sydney and the North Shore Office based in Gordon NSW

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