With over 30 years of experience in the financial planning industry, Sonya has developed a great depth of knowledge and skills which help her in her role as CAG’s Adviser Support.
For Sonya, she has developed such strong relationships with many clients and is extremely passionate about maintaining those trusted, enjoyable friendships.
“Building relationships with clients is the most fulfilling part of my role – no client is the same and I enjoy being able to go the extra step to help clients feel special.”
With both paraplanning and client services experience, Sonya brings ample knowledge and a unique perspective to her role. At CAG, Sonya’s role involves supporting the advisers to deliver advice and regular reviews – as well as providing ongoing support and regular communication to clients.
Sonya is a great listener and has an empathetic, kind nature which makes her extremely approachable and enjoyable to discuss challenges and goals with.
“Ultimately, I treat clients as I would want to be treated myself. I give them time, don’t rush them, and am passionate about helping them not only reach their financial goals but their life goals too! It’s always been part of my character to go out of my way to help others get what they need.”
More than anything, Sonya is incredibly passionate about animal welfare. In fact, she owns three beautiful, (big!) rescue dogs. With a bubbly personality and positive attitude, Sonya is truly a joy to work with for those looking to achieve financial success.