Client Survey Results: February 2018


  • I am very satisfied with your advice and would recommend you if you need anyone to do so.
  • I have had an excellent experience with you since transferring my portfolio you!
  • Fortunate that you were recommended to me by some very satisfied clients.
  • Thank you for all your hard work on my behalf.
  • Able to arrange a review at short notice.
  • Reviews are very friendly occasions.
  • Absolutely no complaints with the way Sofie goes about her business.
  • The current sad state of the market is not of Sofie’s making.
  • Sofie is very professional, very up to date with changes and quick to communicate these, and she is reassuring and confident in her manner and presentation.
  • Sofie’s annual meeting to discuss my portfolio is very helpful.
  • She prepares thoroughly for these meetings and she takes the time to explain things to me.
  • Have been very comfortable with Sofie & trust her knowledge.
  • Timely and appropriate advice and action.
  • Thank you Sofie, we are very happy with the service you provide both (my partner) and myself.
  • Thank you again for your efforts and personalised service.


  • Conducted by myNextAdvice in February 2018
  • Number responded = 30
  • Survey invitation emailed to 52 clients receiving ongoing review service
  • For each question, clients could give a rating ranging from 0 to 5, where 0 = completely disagree to 5 = completely agree
  • The average score was then converted into a percentage.

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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