About Us

About Visualise Wealth

Visualise Wealth is a dynamic organisation committed to the success of your long term financial solutions. Following the principal of life-stage financial planning, Visualise Wealth offers you an ongoing partnership to help you build towards and achieve your financial goals – no matter what life throws your way.

Visualise Wealth is uniquely structured, offering solutions for all your financial needs. We provide a comprehensive range of services from financial planning, portfolio management, personal insurance advice, tax planning, corporate superannuation and estate planning.

We work in partnership with our clients to establish where they are now, what they want to achieve in the future and what they need to do to turn their financial goals into a reality.

Whether you’re starting out, nearing the end of your working life or somewhere in between, Sophie can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

Please click here to download our Financial Services Guide and Adviser Profile.

Introducing Sophie Atkinson

Sophie Atkinson is our Principal Adviser, and has been in the financial services industry since the year 2000.

Sophie has a Bachelor of Business (Finance & Marketing), a Diploma of Financial Planning and is a Certified Financial Planner (CFP). She is a member of the Financial Planning Association, Authorised Representative Number 230323.

A Visualise Wealth Financial Planning adviser:

• is a qualified, professional financial adviser committed to ongoing education and training;
• can give you access to a wide range of quality financial solutions to help you meet your financial goals;
• will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend; and
• is an Authorised Representative of Consultum Financial Advisers Pty Ltd, holder of an Australian Financial Services Licence (AFSL) issued by the industry regulator, the Australian Securities and Investments Commission (ASIC).

About Consultum Financial Advisers

At Visualise Wealth, we are proud to be part of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcombe) and Financial Partnership.

Established in 1979, Winchcombe was one of Australia’s pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia’s first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage.

Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.