pfplan.com.au Open in urlscan Pro
2400:b800:3:1::2a  Public Scan

Form analysis
1 forms found in the DOM

POST /#wpcf7-f2475-o1

<form action="/#wpcf7-f2475-o1" method="post" class="wpcf7-form" novalidate="novalidate">
  <div style="display: none;">
    <input type="hidden" name="_wpcf7" value="2475">
    <input type="hidden" name="_wpcf7_version" value="5.1.6">
    <input type="hidden" name="_wpcf7_locale" value="en_AU">
    <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f2475-o1">
    <input type="hidden" name="_wpcf7_container_post" value="0">
    <input type="hidden" name="g-recaptcha-response"
      value="03AFcWeA4XWBqPDP0JbEtaoldatlhycV2rPTxV7NisL3ovLZOx6NfFvhgR6-F8PMQZdKZkaheQC6RgOAPkUW5nhlG2DPp_jeEWciFZ2J37JbtQM377FU4a0SOsk71jRhIjTjMtFJd-AY5N5LJL4nac13sSfeXhn-rPzvInnw4wK8X9UKjwJHooEDExZft1WxXaeU_m6Nq9KoVN_eGNSr9YTVSdJsN67bTo2nyzshSdPyU4qbvBRb4o9uIs4PMeZkrPc-XPKoEDl2ohU4Ymkc-tWUDI6bWNGdKBuI9ssmY3cX4p1cMpvZRk5zYTMzgKG3q1yo-CjxJWWYZkp9mef-fxU2m9M4DJvNygNX2sN9EM_DqIY7BQjB51kqEPfjfK583jWViKx02YS5eNREBgyfUqOWcKxHvOaf61JYZSyHZZQAz4zXdPKnOV47PVXFvmu2aa20MGda1CdSBc-k74ZmC4Wba9wdX6QIKpD5pmckwKQjncIWr1i-SqXB567c9YD9I7e8JNUjw6LE3Mf5uj9zI_XX00GyVUnRMIHrZQswmC3cs5BBTJVlCgnls">
  </div>
  <div class="wpcf7-response-output wpcf7-display-none"></div>
  <div style="margin-bottom: 20px;">
    <label>Your Name<br>
      <span class="wpcf7-form-control-wrap your-name"><input type="text" name="your-name" value="" size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false"
          placeholder="Enter your name"></span> </label>
  </div>
  <div style="margin-bottom: 20px;">
    <label>Email Address<br>
      <span class="wpcf7-form-control-wrap your-email"><input type="email" name="your-email" value="" size="40" class="wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-required wpcf7-validates-as-email" aria-required="true"
          aria-invalid="false" placeholder="Enter your email"></span> </label>
  </div>
  <div style="margin-bottom: 20px;">
    <label>Phone Number<br>
      <span class="wpcf7-form-control-wrap your-phone"><input type="text" name="your-phone" value="" size="40" class="wpcf7-form-control wpcf7-text" aria-invalid="false" placeholder="Enter your phone number"></span> </label>
  </div>
  <div style="margin-bottom: 20px;">
    <label>Your Enquiry<br>
      <span class="wpcf7-form-control-wrap your-enquiry"><textarea name="your-enquiry" cols="40" rows="10" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required" aria-required="true" aria-invalid="false"
          placeholder="Ask us a question"></textarea></span> </label>
  </div>
  <div style="margin-bottom: 20px;"><input type="submit" value="Send Your Enquiry" class="wpcf7-form-control wpcf7-submit uk-button uk-button-default"><span class="ajax-loader"></span></div>
</form>

Text Content

Menu

 * * HOME
   * ABOUT
   * SERVICES
      * Cashflow Management
      * Personal Insurance
      * Investment
      * Superannuation
      * Retirement Planning
      * Estate Planning
   
   * TESTIMONIALS
   * RESOURCES
      * Latest News
      * Financial Videos
      * General Calculators
      * Downloads
   
   * CONTACT

 * * HOME
   * ABOUT
   * SERVICES
      * Cashflow Management
      * Personal Insurance
      * Investment
      * Superannuation
      * Retirement Planning
      * Estate Planning
   
   * TESTIMONIALS
   * RESOURCES
      * Latest News
      * Financial Videos
      * General Calculators
      * Downloads
   
   * CONTACT

 * * HOME
   * ABOUT
   * SERVICES
      * Cashflow Management
      * Personal Insurance
      * Investment
      * Superannuation
      * Retirement Planning
      * Estate Planning
   
   * TESTIMONIALS
   * RESOURCES
      * Latest News
      * Financial Videos
      * General Calculators
      * Downloads
   
   * CONTACT

 * * HOME
   * ABOUT
   * SERVICES
      * Cashflow Management
      * Personal Insurance
      * Investment
      * Superannuation
      * Retirement Planning
      * Estate Planning
   
   * TESTIMONIALS
   * RESOURCES
      * Latest News
      * Financial Videos
      * General Calculators
      * Downloads
   
   * CONTACT


ENJOY YOUR RETIREMENT AND LET US WORRY ABOUT THE FINANCES


PROTECT WHAT’S CLOSEST TO YOU


CARING FOR YOURSELF THROUGH EVERY STEP OF THE AGEING JOURNEY

 1. 
 2. 
 3. 

In Latin, Prudentia stands for “Foresight, Wisdom, Discretion”.



Our mission is to provide financial advice for women that empowers them and
their family to become financially secure.



Based on our research and experience and those of our licensee we aim to provide
you with the best financial strategies, investments and insurance to suit your
particular circumstances and goals.



ABOUT PRUDENTIA

 * We understand the needs of women and the multiple roles you play including
   the need to juggle family and career. We understand that the financial and
   emotional well-being of your family is paramount. We tailor financial advice
   for women with these concerns in mind.
 * We have a caring and compassionate approach in our dealings with our clients
   and their family.
 * We first aim “to do no harm”. That is, making sure we preserve and protect
   what you have already accumulated.
 * We aim to build a financial plan that is tailored to your specific
   circumstances, needs and goals and to review your financial plan on a regulr
   basis.

 * We are a small, privately-owned financial planning business; we are not owned
   by any bank or financial institution and therefore we do not “push” product.
 * We will consider all forms of investments including direct property or direct
   shares if that is your preferred choice.
 * You will have access to “wholesale” funds – which would not normally be
   available to the average investor. Wholesale funds have much lower
   administration fees than retail funds, thus providing better returns &
   performance than their retail equivalents.


ABOUT SOFIE


PRINCIPAL ADVISER – SOFIE KORAC  JP, AFA


BAPPSC, GDIPFP

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.

Sofie was born in Australia to non-English speaking parents. Her parents worked
very hard to pay off their home and provide for their family. She learnt from
her parents the value of working hard and saving.

After Sofie completed her Higher School Certificate, she took off 2 years to
work and travel while deciding what sort of career she would like to pursue. 
She originally wanted to pursue a career in ballet but knee and ankle problems
prevented her from making dance a formal career. Her other interest was
nutrition and economics. After completing a Bachelor of Applied Science (Home
Economics) in 1986, Sofie worked in the food industry for 8 years, including 5
years at CSIRO in a research role. Sofie had published four research papers and
moved from food research into marketing research in 1995. Sofie spent the next
10 years researching and analysing consumer opinions on numerous topics
including food and beverage products, financial services, pharmaceutical
products and mental health issues. Sofie had also started investing in the stock
market in 1996 through the help of a stock broker and doing her own research.

During 2004 Sofie took some time off work to consider her career path. She
wanted to work with individuals and families rather than large corporate
companies. Because of her personal experience in successful investing, she was
encouraged by her friends to look at a career in the finance world. After much
research and contemplation Sofie decided on a career in the financial planning
profession.

Sofie completed the Graduate Diploma of Financial Planning from the Financial
Services Institute of Australasia (FINSIA) in 2008 and is a member of the
Association of Financial Advisers (AFA). As a member of this organisation, Sofie
is bound by their Code of Ethics and observes the highest levels of professional
conduct and follows the core values of trust, integrity, honesty and respect.

AFA Code of Ethics:

 * Act in the best interest of my clients to extend their financial life and
   abide by the laws and regulations under which I conduct business.
 * Strive to achieve the highest standards of professional competence by
   maintaining and improving my knowledge and skills.
 * Hold in strictest confidence and consider privileged, all business and
   personal information pertaining to my clients’ affairs.
 * Present accurately, honestly and completely, every fact known to me which is
   essential to my clients’ decision making.
 * Use all ethical means to educate my clients about their present and future
   financial needs.
 * To provide an appropriate level of service to my clients and their
   beneficiaries.
 * Maintain high standards of personal and professional conduct to reflect
   favourably upon the profession of Financial Adviser and serve as an example
   to others.

Sofie has been developing and implementing financial plans for 14 years and has
21 years of personal investment experience. She has helped individuals and
families from all walks of life to build and protect their wealth and assisted
others to transition into a comfortable retirement. Sofie knows how hard it is
to start from nothing and then want to protect what one has built up.

Sofie is married to Anthony and helping to raise their son. She understands the
many roles women have and the need to juggle family and career and finding the
right balance. Her passion is to help empower women and families to become
financially independent.

If you would like more information on financial planning strategies, contact
Prudentia Financial Planning today for a free initial 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.




OUR SERVICES

CASHFLOW MANAGEMENT

PERSONAL INSURANCE

INVESTMENT

SUPERANNUATION

RETIREMENT PLANNING

ESTATE PLANNING

Financial planning doesn't have to be confusing... comfort, commitment,
confidence.
That's what we're all about.




TESTIMONIALS


“DEAR SOFIE, YOU MUST FEEL FREE TO USE ME AS AN EXAMPLE OF HOW VERY EFFICIENT
AND CONSCIENTIOUS YOU ARE. THANK YOU SO MUCH, AND DO NOT HESITATE TO HAVE ANY OF
YOUR CLIENTS CONTACT ME FOR A RECOMMENDATION. BEST WISHES FOR YOUR CONTINUED
SUCCESS, AND THANK YOU FOR BEING SO ALERT AND ON THE BALL.”

— Bev M (retired), Bondi Junction, NSW (9 Dec 2013)


"SOFIE KORAC HAS BEEN MY FINANCIAL ADVISOR SINCE SEPTEMBER 2012. SHE WAS
REFERRED TO ME BY A PREVIOUS ADVISOR WHO RECOMMENDED HER HIGHLY. THINGS I VALUE
ABOUT THE WAY SOFIE WORKS WITH ME INCLUDE: HER ABILITY TO LISTEN TO MY VALUES
WHEN CONSIDERING INVESTMENT PRODUCTS, HER WILLINGNESS TO DO RESEARCH ON
LEGISLATION THAT RELATES TO MY SITUATION AND THEN DISCUSS WITH ME. HER ADVICE
BASED ON HER KNOWLEDGE OF THE FIELD INCLUDING, BUT NOT ONLY, FINDING REPUTABLE
FUND MANAGER THAT CHARGED LOWER MANAGEMENT FEES AND HER PROMPTNESS AND
RELIABILITY IN MANAGING MY PORTFOLIO AND IN PARTICULAR ARRANGING TO SELL
PRODUCTS WHEN I NEED TO ACCESS CASH FOR BUILDING A HOME. I FEEL SAFE IN SOFIE’S
COMPETENT HANDS WITH MY PENSION FUNDS."

— Sandy W, Moruya NSW (24 Mar 2014)


"YOU’VE DONE AN AMAZING JOB OF MAKING THIS ALL UNDERSTANDABLE FOR ME AS WELL AS
HELPING ME GET (MY LOVED ONE’S) CONVOLUTED FINANCES ALL IN ONE PLACE SO SHE CAN
ENTER AN AGED CARE FACILITY. THE PEACE OF MIND IS ASTONISHING. THANK YOU SO MUCH
SOFIE!"

— Doreen O, Paddington NSW (12 Feb 2015)

 1. 
 2. 
 3. 




RESOURCES

NEWS

GENERAL CALCULATORS

DOWNLOADS

FINANCIAL VIDEOS




CONTACT

Northshore Corporate Centre
Suite 2, Level 3 (Ground floor)
828 Pacific Highway
Gordon  NSW  2072




Your Name

Email Address

Phone Number

Your Enquiry



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

Financial Services Guide - Disclaimer & Privacy Policy

^