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Welcome to the Sound Life website.
In February 2008 we had the priviledge of being profiled in the IFA - a magazine for Independent Financial Advisers. To view the article
'A boom in every direction' written by Vishal Teckchandani, published in the IFA magazine, February 04-10 2008, issue 394, please
Click here - 'A boom in every direction'
Navigate to the Events page for an invitation to a seminar
Financial Planning is an umbrella term that encompasses many different discipline's, including investment, insurance, superannuation, retirement planning, taxation and use of legal structures in order to meet the requirements of our clients.
Financial planning requires specialised skill, research and an unbiased approach. If you're new to Sound Life Financial Services or this is your first visit to our website, click here to find out how we can help you.
FREE FINANCIAL HEALTH CHECK - click here
Financial Planning involves a six-step process:
- Data gathering.
- Goal setting.
- Identification of financial problems.
- Preparation of written alternatives / recommendations.
- Implementation of the agreed-upon recommendations.
- Review and revision of the plan.
The diagram below shows the relationship between the client and the financial planner and the areas that can be managed and included in your financial plan.
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