Sofcorp Wealth

Sofcorp Wealth is a financial advisory and planning firm established by Tracey Sofra in 1999. Tracey Sofra is the founder and a Senior Financial Adviser, with over 30 years in the financial industry. She holds the Certified Financial Planner® Professional designation and is a Certified Practicing Accountant, and is a member of the Financial Planning Association (FPA) and the Australian Society of Certified Practicing Accountants (ASCPA). Glenn Trickey is a director of Sofcorp Wealth and has been in the financial planning industry since 2001. He holds a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services and the Certified Financial Planner® Professional designation, and is a member of the FPA.

Chenara Newbegin entered finance in 2007 and joined Sofcorp Wealth in 2022. Bianca Lane entered the financial services industry in 2004. Cris Hataas joined Sofcorp Wealth in March 2023, and Abbie Jean Melitado joined in March 2020. Sofcorp Wealth specialises in wealth creation, retirement planning, superannuation and self-managed super funds, cashflow management, salary sacrifice strategies, and debt management strategies. Sofcorp Wealth Pty Ltd is an Authorised Representative of ASVW Financial Services Pty Ltd.

Superannuation guidance and personal financial advice are the services clients describe at Sofcorp Wealth in Shepparton, where meetings take place in a comfortable boardroom over coffee while financial matters are discussed. Glenn is named for the calibre of his recommendations, with a client content to have him oversee the growth of their retirement savings.

Those who have relied on the firm for around two decades remark on the consistently professional and friendly approach, noting that nothing presents too much difficulty and that they are treated as family rather than as account holders. Superannuation and general financial planning are the areas that come through in the comments, alongside the relaxed setting and the unhurried conversations that accompany the advice.