Financial Planning

Sound financial planning is necessary if you want to enjoy a secure financial future - no matter what you aim to achieve in life and no matter how much money you earn.

A formal financial plan is a long-term strategy that aims to create your wealth and maintain it, protect it and manage it throughout your life.

Financial Advice

What is financial advice, benefits of financial advice and the process involved.
[find out more about our Financial Advice Service]

Selecting a Financial Planner

How do you find a financial planner who is qualified to meet your needs?
[How to select a Fully Trained, Qualified Financial Planner]

Preparing for Your Financial Planner

The personal financial review process is one which begins with defining your needs, objectives and current situation. [How to Prepare for your Financial Planner]

"My partner and I had super accounts and investment accounts, we were unsure of what they were actually invested in. At Sound Life we had that all explained to us and also what types of investment would be best suited to us and our super funds. We also had the different types of personal insurances explained to us and now we are comfortable with the fact that if anything happened to either of us, the other will be financially secure. We thought that we would never be in a position to do this type of planning, but we have with the help from the team at Sound Life." ~ Graeme, Albany WA
"My story started with surviving the most horrendous experience of throat cancer.  After receiving the good news I decided to put my new life back in order.  Now a disabled pensioner, I needed to catch up on three years of letting my finances go so, I went to a local Denmark WA tax consultant where I took a business card called Sound Life Financial Services. I went home and started going through all my superannuation's and any relevant documents and after a few weeks I called Sound Life in Albany and made an appointment with Jane. After listening to my story and handing over my documents, Jane said she'd 'sort it out' for me.  The next time we spoke, Jane found an insurance policy I missed, tracked all my old super's, arranged documents for me to make necessary appointments and everything fell into line like serendipity.  Jane consolidated my insurance payout with all my old super into one account which gave me a monthly supplement for a few years whilst keeping me informed with regular updates until I decided it was time to move on to the next phase of my life.  I bought a house, cashing in my super at the top of the share market which only a few years before I never thought would happen. Easily the best decision I've ever made all thanks to Jane, Sound Life and the whole staff, I could never thank them enough."  -  PW Choules 

Sound Life & Superannuation Agencies Pty Ltd trading as Sound Life Financial Services are
Corporate Authorised Representatives of Synchronised Business Services Pty Ltd
ABN: 33 007 207 650 trading as SYNCHRON
Principal address: Level 1, 65 Palmerston Crescent, South Melbourne Vic 3051
Australian Financial Services License Number: 243 313

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