Types of Financial Advice

How can Prudentia Financial Planning help?

Strategic Advice – coaching and guiding you through the changes you will likely face throughout your life with the understanding of a woman’s perspective. To help you make the big life decisions by taking into account the financial implications.

Most people have many goals, needs and wants and limited resources. A financial plan will help you to prioritise those goals and put in place the best way of allocating your resources to meet them.

Tactical Advice – we have the expertise on investments, insurance and superannuation to determine the best plan, tailored to your specific circumstances, to help you achieve your goals.

Implementation – if you don’t have the time to ‘DIY’, we will implement your financial plan, monitor and make necessary adjustments over time, and ensure you are on-track to reaching your goals.

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

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

Or read more about the specific services we provide

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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