Sophie Zou's Background
Sophie Zou'

Sophie Zou

Mortgage Broker

Strategic Investor Group

5.0 ( 51 Reviews)

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About Sophie Zou

Sophie Zou is a lending specialist with over nine years’ experience in assisting individuals, corporations and trusts with obtaining residential and commercial finance. Sophie has assisted an extensive number of clients with successfully navigating the lending protocols and guidelines of dozens of banks and financial institutions.

Sophie’s exceptional knowledge and background in finance is an asset that assists her with tailoring and securing financial accommodation for the specific needs of each individual client - whether that be for a first home buyer, a seasoned investor, or an entrepreneur seeking access to capital through equity, or for that nice little holiday home on the beach.

Reviews for Sophie Zou

5.0

51 Reviews

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Adam Porter

My wife and I recently used Strategic Investor Group to purchase our first investment property. What started as a big, scary financial decision, was made so easy and effortless through the the services and advice provided to us - specifically from Nick, Sophie and Katherine. At our initial meetings, Nick provided us with a bespoke and considered plan that considered our financial situation at the time as well as our financial goals and the type of lifestyle we wanted to maintain. IN the end we purchased a fantastic property that we never dreamed would be possible. We are still tickled by the outcome and confident with our decision to seek help. Our mortgage broker, Sophie found the best loan options and structures available to us and ensured that we would still feel comfortable with our cashflow and financial goals following the purchase. She literally worked tirelessly for us - late nights and even beyond settlement - doing so without complaint and with a great deal of passion and dedication to our case. We still have no idea how she managed our complex and unique situation, amongst many other clients. Our buyer's agent, Katherine was nothing short of incredible. We could not have asked for a better guide, opening our minds to the range of possibilities in property. Katherine was never phased with us asking endless questions and tagging along to property inspections. Katherine spent the time to get to know us and our lifestyle as the property would potentially be used for our own home one day. Once we found a suitable location and property, Katherine showed her worth, negotiating an exchange of contracts on Christmas eve. It was the best Christmas present ever! Katherine is extremely dynamic with great contacts and rapport amongst selling agents in Sydney, providing us with great confidence and support. Prior to consulting Strategic Investor Group, we found it very difficult to make sense of the property market and how to come to a sensible and calculated decision that would set us up for a potentially fruitful property investment and wealth building journey. My wife and I couldn't be happier, not only because we made a great decision to use Strategic Investor Group to set us on our way, but because we feel we have also made good friends in the process.

Filip Gurcinovski

Purchased my first investment property with the help of Sophie from Strategic Finance. She was fantastic from beginning to end, guiding me through the process, explaining all my options in simple terms, and always available to answer my numerous questions. Looking forward to working with her again for my next investment very soon.

Desmond ANG

Sophie (Zou) recently represented us as our broker for the purchase our current home. An understatement, Sophie has been absolutely impressive since day 1 - she ensured we were sufficiently informed to make decisions, she addressed any …

Attila Lovasi

5 star service, could not recommend them more. Sophie has been looking after us for the past 5 years and she goes above and beyond every time.

Tim Bowman

Sophie was extremely helpful and patience throughout the entire process. 100% would recommend.

Chami Samwick

Sophie was recommended by a friend. Sophie made the whole process incredibly easy to deal with, provided expert guidance and looked after us to achieve the best outcome for us. I highly recommend everyone reaches out for a chat if you are …

Send a message to Sophie Zou

Specialties

Residential Home and Investment loans

Loan structuring

Commercial Loan

SMSF loans

Memberships

Mortgage & Finance Association of Australia (MFAA)

Qualifications

Justice of Peace

Diploma of Finance & Mortgage Broking

Bachelor of Financial Economics & Finance (UNSW)

Bachelor of Finance & Financial Management Services (UNSW)

Languages

English

Chinese - Mandarin

Experience

Broker Since: 2014