The Wealth Adviser レビュー 8

Sophie was clear on advice and suggested an alternative I had not considered.

I want to make money help my family yeah

Excellent ability to teach and gently contextualize my current schema vs the overall strategy needed to hit my targets. I was leaving thousands on the table without even really realizing it and she helped me understand the pitfalls of my current portfolio and the mindset of how to restructure it to actually hit my goals.
I Shared my own internal planning spreadsheets and she called out adjustments to consider so that my tool was more accurate; tax rates, annual inflation, range of returns based on growth vs protection portfolios, components of healthy portfolio allocations, ect. Super greatful.

Sophie walked us through our full potential in terms of financial planning and financial future, and made us feel at "home", in trusted hands.

What made the experience great is the welcoming personality of Sophie, and how she makes you feel at ease. She is an amazing listener and you feel direct trust.

The tools that she uses help a lot visualize and see your situation as it is. She helped me understand the status of my current situation better and organize my financial planning in a way that I can easily change on my own later on as my situation changes.

I really recommend her!

I cannot recommend the 1 day money mastery course enough! In just one day it really helped me get to grip of my finances which empowered me to not only take control of my current finances but also future projections. The course is arranged in bite size pieces so it is easy to get your head around. Sophie has such a skill in explaining the complexity of financial systems in a way that makes sense whilst also supporting you in the practical side. The course has a great mix of theory and practical exercises so not only do you understand the importance of taking care of your finances but also take the steps to do it. For a topic that tends to intimidate me and I put off, I actually enjoyed the course and it make me excited about putting it all into practise!

Following one coaching session with Sophie, I have learned so much about how to reach my goals in life by making my money grow. We did a financial plan together during the session to see what I need to be doing now concretely in order to have a retirement that I dream about. I would highly recommend going for the coaching session with Sophie, if you are looking to have a better financial overview and a clear plan with recommended next steps on how to make your money work for you. If I could give more than 5 stars, I would!

I give 5 star to Sophie Duong because she is very easy to talk to and knowledgeable.. She will help you see your financial status, your target savings, investment, retirement etc..After the zoom meeting she sent me the spreadsheet/excel that we made together based from the info she asked,this is to monitor and keep track of my finances and goals..I highly recommend her for someone who doesn't know where or how to start building their financial freedom