Protecting Assets

Guarding the fruits of your labor requires more than just vigilance; it demands a strategic approach tailored to your unique circumstances. At Sofra Partners, we stand as the sentinels of your valuable assets. Our expertise in Asset Protection establishes robust barriers, ensuring your wealth remains shielded from unforeseen adversities. With our tailored Insurance solutions, we safeguard both your tangible and intangible assets, offering peace of mind in an unpredictable world. And as you contemplate the future, our Estate & Succession Planning services ensure a seamless transition, preserving your legacy and providing for the next generation.

Entrust us with the protection of your assets, and experience the confidence of knowing that your hard-earned achievements are not only secure today but for generations to come.


Asset Protection

It can take a lifetime to accumulate your wealth but if your assets are not properly protected , it all could be lost in a moment. The fact is, Australia is one of the most litigious states in the world. So there is no surprise that protecting assets against creditors and predators is becoming the most common concern amongst business owners.



Insurance for your business is important to cover you for unexpected events. The right insurances help you mitigate those large risks in the business that could be catastrophic if an event transpires


Estate & Succession

A well-structured succession plan can give you peace of mind that your loved ones will be provided for as you intended. You can plan and put arrangements in place to help secure their future.

Anyone can prepare a tax return, we provide tax advise that could reduce your tax bill by 75%

If we can legitimately reduce your tax by half or more, would you be prepared to pay $20K?