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