Allow us to introduce Sophie, our Client Implementation Manager, with over 20 years of invaluable expertise and experience in the financial planning industry. Sophie is not just well-versed in the process; she plays a pivotal human role of holding clients’ hands throughout their retirement journey.
Sophie serves as the essential conduit between clients and government and private entities, providing a stress-relieving bridge that’s hard to quantify. Her role as a liaison is highly valued by clients, and they appreciate her genuine, empathetic, super-dependable nature. Sophie possesses the unique ability to bring all elements together, always ensuring that the client remains the top priority.
Outside of work, Sophie finds joy in traveling and shopping, but above all, she believes that life is all about family and friends. Her warm-hearted nature extends to both her professional and personal life, making her an exceptional asset to our team and a wonderful person to know.