Sophie Doyle
GradDipFinPlan FAAA member
Retirement & Aged Care Specialist
"I provide clients with peace of mind by crafting personalised financial strategies aligned with their goals and objectives."
With a passion for empowering clients to make informed financial decisions, Sophie specialises in guiding clients through the complexities of retirement and aged care planning. She holds a Graduate Diploma in Financial Planning and is accredited as an Aged Care Specialist. Sophie's dedication and expertise were recognised when she became one of eight national finalists in the 2023 Aged Care Adviser of the Year awards.
Investment Style
Understanding that planning for retirement and navigating the complexities of aged care require unique considerations, Sophie's approach is centred around ensuring a comfortable retirement and providing expert guidance through the aged care maze. Sophie begins by gaining a thorough understanding of your financial position, needs, and objectives, tailoring a comprehensive financial plan that addresses these specific goals. Through a variety of strategies, Sophie aims to not only secure your financial future but also provide assistance in navigating the intricacies of aged care, ensuring peace of mind for you and your loved ones.
Services and Specialties
Financial Planning
Personal Insurance
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Aged Care
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Diploma of Financial Planning
Accredited Aged Care Professional™
Accredited Aged Care Professional™
Associations
Financial Advice Association Australia (FAAA)
Competencies
Life Insurance
Managed Investments
Financial Planning
Superannuation
Securities
Generic
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
