Maartina Sonneveld, CFP®

With 24 years of experience, providing holistic advice to clients from all walks of life, you can rest assured that engaging with me work to your benefit this and the advice I provide will be tailored to your specific needs. Although I can provide advice to everyone, I am specialised in working with the over fifties, helping them to prepare for the time they do not wish to work anymore, as well as the retirees who need advice on the best possible strategies for their retirement, assisting in maximising any Age Pension entitlements and at the same time minimising tax liability. Solid investment advice is one of the cornerstones of financial advice, but a fully tailored strategy is even more important. I have comprehensive expertise in relation to Self Managed Super Funds, whether you need a strategic and/ or compliance review, or require investment advice for your fund, I can assist you in all these areas. Education for trustees is a high priority, so regular workshops are organised to update you on new strategies and legislation. I am also fully accredited to provide investment advice in relation to direct shares, managed funds and alternative investments.We also have an office located in Mansfield to service our clients in the high country. You can find us there in 11 Collopy Street

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