Who is Sound Life Financial Services?

 

Since taking over Sound Life Financial Services just over 3 years ago, Jane and Thelma have completely overhauled the business. They have assembled a dynamic team who together have the dream of helping people find financial freedom. We are passionate about making a difference by supporting people to feel empowered through having an effective financial plan.

We believe in the planning process and we can show you how to get ahead through tried and tested programs. 

 

Directors/Advisers:

Thelma Jaekel, Adv Dip FS (FP), Adv Dip Acc
Jane Looker, Adv Dip FS (FP), Ass Dip Bus

 

The aim of Sound Life is to provide Sound Financial Advice for Life. We aim to educate you, our client, by developing, implementing and reviewing personalised, innovative strategies that allow you to take control of your own financial decisions, and allow you to achieve your short, medium and long term goals.

 

We believe that the financial planning process doesn’t end when we hand you a plan! We are here to support you along the way. We are committed to building strong relationships with you, your family and your other professional advisers to ensure we are all working as a team to achieve your life long goals.

 

Goals change, life happens we are here for you!


 

 

Thelma Jaekel Adv Dip FS (FP), Adv Dip Acc
Corporate Authorised Representative of Synchron
Contact Thelma

Previously I lived in Borden with my family of 3 children and farmed and nursed for 20 years. I moved to “Amazing” Albany in 2007 and it has been a very busy time of studying and working in a totally different environment – that of finance. Combining my past and present experience enables me to deal with people, and their life issues, compassionately and to help clients feel comfortable when discussing their financial future. I work closely with my clients so that they are able to achieve their financial goals – those about which they previously only dreamt. I am a member of the FPA and provide highly professional and personable advice to my clients in and above the requirements of the FPA.

Jane Looker, Dip FS (FP), Ass Dip Bus
Corporate Authorised Representative of Synchron
Contact Jane

I moved to beautiful Albany as a young adult in 1983. My husband Warren and I live on a small property on Robinson Road. I have always enjoyed helping people. I guess that’s why I spent almost 20 years teaching in the Business area of TAFE before joining the finance industry and then Sound Life. I love being part of the Sound Life team, whose prime purpose is to help people realise their financial potential. We believe the cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. At Sound Life personalized service is provided and we believe essential when matching clients with the right financial products and services.

It’s still about helping people and education!!

Sam Turnbull
Practice Manager
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I have been working in the financial services industry for the better part of 14 years after completing an Advanced Diploma in Accounting and a Diploma of Business. I am a proud mum of 2 children and wife to a local Data/communications business owner. I joined Sound Life Financial Services in 2014 and quickly recognised I was working for two very professional women who have a strong determination to provide our clients with comprehensive personal advice. I am proud to have joined the Sound Life team and look forward to helping Jane and Thelma achieve the goals of our clients.

Clare McSevich
Personal Assistant
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I've grown up in Albany and have always loved living here. After spending my gap year in 2007 working and travelling through Europe, I moved to Perth to begin a science degree at UWA, but quickly decided that Albany was the place for me. I continued to study part time at the UWA Albany campus, whilst also working at the town library. I decided to put my studies on hold in 2012 when I made a move into the travel industry, and I have now finished up after three and a half years of working as a travel agent.

I'm excited to be starting with the team at Sound Life Financial Services in February 2016 and am looking forward to working with a group of people who are so passionate about helping others recognise and achieve their goals.

"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 husband and I were becoming increasingly worried about how disorganised our financial situation had become. Having had many jobs over the years, we each had at least four or more superannuation accounts and were paying more fees than we needed to. Neither of us had sufficient life insurance, and we were going nowhere fast when it came to securing our financial future. Frustrated with our situation, we contacted Sound Life Financial Services and booked a consultation with Thelma Jaekel. We had never been to a Financial Planner before and didn't know what to expect. Thelma explained every step in developing our Financial Plan and guided us the whole way. She formulated our plan, which involved consolidating all of our Superannuation into single accounts, implementing Super co-contributions, and setting up Life, Trauma and Income Protection Insurance Policies to protect our family should the worst happen. We now have total peace of mind about our future financial security. Thelma's dedication and personalised service has been fantastic and we know that if we ever have a concern or need advice about money matters, we can give her a call. Cheers." ~ Ellie
"I have always appreciated and valued the services of Richard Duffield from Sound Life Financial Services who provided sound advice in setting up my super fund during my working years and then on my recent retirement set up a pension plan which together with my age pension has enabled me to now enjoy my retirement lifestyle. With good planning I have been able to accomplish my retirement lifestyle goals." ~ Doug Hanbury

Make the decision today to take control of your finances. Contact Sound Life Financial Services now!

Sound Life Financial Services – Sound financial advice for life.


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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

Tel: (08) 9841 1688
Level 1, 106 Stirling Terrace,
Albany, WA 6330
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