Visualise Wealth

Visualise Wealth
6 Cameron Crescent,
Ryde NSW 2112

Telephone: (02) 9799 5019
Facsimile: (02) 9799 5039
Website: www.visualisewealth.com.au

Sophie can assist you and provide advice in the areas of:

• Growing your wealth - superannuation, gearing, regular savings plans;
• Planning for retirement - budgeting, pensions, Centrelink;
• Personal insurance needs - life, total and permanent disability, trauma and income protection.

Sophie determines the best possible strategy and investment recommendations by listening and understanding to your individual needs, objectives, goals and aspirations and blends these within changing legislative and investment market frameworks.

Ongoing service and regular contact to review strategies and investments keeps the client informed of changes or opportunities. This is an integral part of the long term relationship Sophie builds with her clients.

Sophie Atkinson, Authorised Representative NSW - Sydney Inner West Sophie has been in the financial services industry for 7 years. Sophie has a Bachelor of Business (Finance & Marketing) and is a Certified Financial Planner. She is a member of the Financial Planning Association and has offices in Crows Nest, Woolloomooloo and Dee Why. Click here to download Sophie's Adviser Profile (Part 2 of the Financial Services Guide).

How to contact Visualise Wealth

To contact Sophie you can call her on (02) 9799 5019.

For more information, please visit the Visualise Wealth website.

Sophie Atkinson t/as Visualise Wealth, ABN 81 294 610 856, is an Authorised Representative of Consultum Financial Advisers Pty Ltd.