Overview – Financial Advice for Women

Helping you make sense of your finances and plan for the future

Women juggle countless roles and whether you’re a single professional, company director or home-maker — it’s time you took charge of your financial future.

We provide financial advice for women – to empower them and their families in the financial domain. We can provide you with the skills, knowledge, strategies and confidence necessary to become and remain financially secure no matter what course your life may take.  How can we help?

About Sofie

Sofie has been developing and implementing financial plans for 8 years and has 16 years of personal investment experience. She has helped women and couples from all walks of life build and protect their wealth among other strategies.

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About Prudentia

In Latin, Prudentia stands for “Foresight, Wisdom, Discretion”. We specialise in providing financial advice for women and their family.

Our mission is to help empower women and families to become financially secure…

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Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

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