Our Services

Sound Life Financial Services offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for us to choose from.

Sound Life financial services can offer a range of insurance, investment, superannuation and retirement income stream products contact us today for a free consultation.

An Approved Product List (APL) is maintained, containing a list of financial products that have been researched by a number of external research houses, and we can only recommend products from this list.

A copy of the APL can be supplied to you upon request.

Budgeting & Savings Service
Saving – the secret to financial security

Debt Management
Debt consolidation and product selection can assist managing debt.

Estate Planning Considerations
The creation, protection and distribution of your wealth.

Financial Protection & Insurance
Cope financially – whatever happens. Your financial planner can help with general and health insurance.

Investment Services
You don’t have to be rich to be an investor

Retirement Planning
Enjoy your retirement through planning for the future

Salary Packaging
A tax effective way of getting more out of your pay

Superannuation Solutions
Plan your super contributions and ensure you achieve your retirement goals

"I can't praise Thelma enough.  It's always a pleasure to come in and see her, she is very knowledgeable and the best financial advisor I have ever had.  

No more do I worry about my investment and the best thing I ever did was retain her services.  

In an unsteady money market, Thelma has done a remarkable job and my investment has performed outstandingly.  

Thelma also listens to what's going on in my life and suggests strategies for navigating the twist and turns, so has alleviated a lot of stress for me.  

I know this because I've had other financial advisors, so feel qualified to assess a good one - and boy, have I got the best!" 

~ Dawn, Albany WA

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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