Sofcorp Wealth Financial Advisors in Shepparton, Victoria | Bank

Sofcorp Wealth Financial Advisors

Locality: Shepparton, Victoria

Phone: +61 3 5831 1114

Address: 96 Wyndham Street 3630 Shepparton, VIC, Australia

Website: http://www.sofcorp.com.au

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• Financial planner
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• Investment bank

15.01.2022 Happy New Year to all our valued clients! Whether you are still relaxing on your summer break or back at work, we wish you and your families a happy and prosperous 2019. As a new year begins it is always valuable to look in the rear-view mirror at the year behind us to see how we got here and if there are lessons to be learned. It was not the result investors hoped for, but the late pullback in global financial markets in 2018 was more a sign of uncertainty and unfinished bu...siness than the state of the global economy. In this snapshot, we review 2018 and the issues that weighed on investors’ minds. From US interest rates to the US-China trade stand-off, Brexit, falling commodity prices, Australian political uncertainty and falling house prices, there was plenty to divert attention from solid economic gains. As always, if you would like to discuss your portfolio in the light of this article, don’t hesitate to call. https://eread.com.au/sofcorp/1901dss

13.01.2022 At a recent WOW Women event Tracey spoke about how it's about the journey, not the destination! What are your thoughts?

12.01.2022 December is upon us and summer has arrived with bushfires in Queensland and flooding rains in NSW. Our best wishes go out to all those affected as well as our brave emergency services workers. And to our clients, we wish you a safe and happy holiday season. We may be edging closer to the summer silly season, but debates about superannuation and whether it will be enough to retire on are constantly in the news. So we decided to ask what your dream retirement looks like and w...hat it might cost as the first article in our Summer newsletter. We also look at the importance of insurance cover to protect yourself and the people you love. In our final article we discuss how making a solid plan for your festive season spend can help you avoid a holiday hangover, as there's nothing worse than starting the new year with unpaid debt. https://eread.com.au/sofcorp/1812dnl

04.01.2022 One of the ways we love giving back to our amazing clients is our Annual Gala Night! Here is the footage from this year's event. We hope you all had a fantastic night and thank you once again! See if you can spot anyone you know and tag them in the comments below so they can see it too.

04.01.2022 Have you ever thought about what your purpose is? As Tracey explains, she believes your purpose needs to align with you values! What are your thoughts?