Sofcorp Wealth Financial Advisors

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Sofcorp Wealth Financial Advisors Sofcorp is a boutique Financial Planning business offering personal financial advice We offer solutions for all your financail needs.

Sofcorp Financial Services was born out of Sofra Partners Chartered Accountants (Formally Terry Sofra & Co) in 1999 as an add on service for the existing accounting clients. Since then the business has grown and developed its own identiy as a boutique financial planning business providing advice to the goulburn valley. With the development of technology Sofcorp now has clients all over the country. We focus on working in a partnership with you, to enable you to reach your financial goals and secure your lifestyle. We undertsand that each client has many options to consider when it comes to creating and managing their wealth.

October brings warmer weather, longer days, and new spring growth. It’s a fresh chance to check in, take stock and prepa...
05/10/2026

October brings warmer weather, longer days, and new spring growth. It’s a fresh chance to check in, take stock and prepare for the final stretch of the year.

Our latest snapshot focuses on Bond markets. Bonds are once again gaining traction as investors reassess the outlook for inflation, interest rates and economic growth. After decades of declining yields, bonds have re-emerged as an important source of income.

Investors are paying closer attention to concepts such as duration, interest-rate risk and the impact of government borrowing. Whether held directly or through superannuation and managed investments, bonds play an important role in many portfolios.

If the financial markets could talk, then bonds would probably be saying: “We’re not convinced... https://eread.com.au/sofcorp/202924

Spring is a time of renewal and growth and can be the perfect time to take a fresh look at your finances. In our first a...
02/09/2026

Spring is a time of renewal and growth and can be the perfect time to take a fresh look at your finances.

In our first article, we explore why a Transition to Retirement (TTR) strategy deserves a second look. It may help supplement income, improve tax efficiency and support a more gradual move from work to retirement.

Regular reviews of your will and super arrangements can help protect beneficiaries and minimise unexpected tax outcomes and this is particularly true in light of recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits. Our second article outlines some things worth considering.

And finally, we take some inspiration from the new buds unfurling and look at how good new experiences are for us. Stepping outside your old routines can reshape the brain, build resilience and remind us that growth is something we can cultivate at every stage of life.

September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs and... https://eread.com.au/sofcorp/201713

As we begin to wrap up the winter season, we can embrace the last of the cooler days and make the most of the opportunit...
07/08/2026

As we begin to wrap up the winter season, we can embrace the last of the cooler days and make the most of the opportunities the months ahead may bring.

Our snapshot this month puts the spotlight on a sector that is transforming the way businesses operate and creating opportunities across many sectors of the economy – artificial intelligence.

While the focus is on large tech companies, the benefits of AI are likely to extend much further, from energy and infrastructure to healthcare, logistics and specialised software.

As the technology continues to evolve, investors face the challenge of identifying where long-term value may emerge, with diversification remaining as important as ever.

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and... https://eread.com.au/sofcorp/200572

As we step into the first month of winter and edge closer to the end of financial year, we hope you enjoy the mix of top...
01/06/2026

As we step into the first month of winter and edge closer to the end of financial year, we hope you enjoy the mix of topics covered in our latest newsletter.

Our first article is all about being prepared for June 30, with important super checks, super contribution strategies, and tax opportunities.

Preparing your family for an inheritance is just as important as building your wealth and our second article provides some tips for successful wealth transfer.

And finally, here’s some inspiration to help you enjoy the change in season and thrive during the cooler months.

As we step into the first month of winter and approach the end of the financial year, attention... https://eread.com.au/sofcorp/198014

In his fifth Budget, Treasurer Jim Chalmers released the “most important and ambitious budget in decades” with a plan to...
13/05/2026

In his fifth Budget, Treasurer Jim Chalmers released the “most important and ambitious budget in decades” with a plan to navigate global uncertainty and build a stronger economy while taking the pressure off Australians.

With an overarching theme of ‘reform and resilience’, the Federal Government is aiming to shore up investor confidence at a time when the global economy teeters thanks to war in the Middle East and the disruption of global oil supplies.

For households and wage earners, the Budget delivers a mix of targeted cost-of-living relief and significant structural reform, particularly in tax and housing.

As always, if you would like to discuss how the Budget might impact your finances, don’t hesitate to contact our office.

Reform and resilience in uncertain timesTreasurer Jim Chalmers has framed the 2026 Federal Budget... https://eread.com.au/sofcorp/197347

March has arrived, and with that, the weather starts to cool; this brings a fresh chapter and a chance to set your pace ...
04/03/2026

March has arrived, and with that, the weather starts to cool; this brings a fresh chapter and a chance to set your pace for the months ahead.

Don’t miss the overlooked EOFY tasks that can reduce tax, improve compliance and protect long term wealth.

Avoid costly family trust conflicts with clearer governance, better communication and stronger succession planning frameworks.

And finally, as Warren Buffett steps back after a lifetime of investing, his career offers timely lessons on patience, discipline, and knowing when to adapt as markets change.

March has arrived, and with that the weather starts to cool; this brings a fresh chapter and a... https://eread.com.au/sofcorp/194286

As the summer holidays draw to a close, February’s a great moment to pause and set your financial direction for the mont...
02/02/2026

As the summer holidays draw to a close, February’s a great moment to pause and set your financial direction for the months ahead.

Our February snapshot has an investing focus. In today’s unpredictable markets, successful investing is about building a portfolio that can weather uncertainty. With inflation still eroding purchasing power and volatility never far from the headlines, striking the right balance between growth and protection has never been more important.

If you’re wondering whether your current strategy could withstand tougher conditions, now is the perfect time to review your mix of growth and protection.

Interest rate swings, market volatility and global tensions make one thing clear: wealth... https://eread.com.au/sofcorp/193273

With summer now upon us, it is the season of family gatherings, end of year celebrations, and holidays. We would like to...
01/12/2025

With summer now upon us, it is the season of family gatherings, end of year celebrations, and holidays. We would like to wish you and your family a happy and safe festive season.

In this time of giving, you could consider making generosity part of your financial plan. In our first article, learn how thoughtful gifting can create both joy today and a legacy for tomorrow.

Could your investments do more than grow wealth? Explore how values-based investing is reshaping portfolios and why Australians are embracing purpose alongside performance.

And finally, traditions can be beautiful, but they are not rules. Here is some inspiration to help you celebrate the festive season in a way that is meaningful and uniquely yours.

With summer now upon us, it is the season of family gatherings, end of year celebrations, and... https://eread.com.au/sofcorp/191243

As the days get longer with summer on the horizon, the countdown for the approaching holiday season begins.This month’s ...
06/11/2025

As the days get longer with summer on the horizon, the countdown for the approaching holiday season begins.

This month’s snapshot provides some insight into Australia’s rare earths sector, which has been in the news lately as the U.S. and Australia recently signed a deal to develop critical minerals projects in Australia.

We look at the reason for the growing interest in this developing sector from an investment perspective, as well as the risks that need to be considered when assessing a sector that is so strongly influenced by global headlines, politics and policies - particularly at present.

Few investment sectors combine geopolitical intrigue, technological innovation and long-term... https://eread.com.au/sofcorp/189947

October brings warmer weather, new spring growth and a fresh chance to check in, take stock and prepare for the final st...
02/10/2025

October brings warmer weather, new spring growth and a fresh chance to check in, take stock and prepare for the final stretch of the year.

Sometimes the hardest financial decision is simply to make one.

We explain how financial missteps and procrastination can affect long-term goals and how to make your money work harder.

In a world of constant financial noise, from market updates and interest rate speculation to... https://eread.com.au/sofcorp/188860

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96 Wyndham Street
Shepparton, VIC
3630

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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