Financial Advice Services

We provide the following financial advice & implementation services:

  • Cashflow & Debt Management
  • Wealth Creation & Gearing
  • Investment Advice
  • Personal & “Key Person” Insurance
  • Superannuation
  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • Implementation & Ongoing Review
  • Advice specific for Healthcare & Medical Professionals

Free first appointment – Identify the next steps to reaching your goals

If you’d like advice on any of the above services, or would simply like to explore your options, contact Prudentia Financial Planning for a complimentary first consultation.

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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