Welcome to Sound Life Financial Services
Do you find money slips easily through your fingers leaving you with very little at the end of the day? Would you like your money to work harder for you?Contact Us Today
Our mission is to work directly with you to help you achieve your financial and lifestyle related goals. We will always take the time to listen, explain things clearly and keep you informed throughout the advisory process.
At Sound Life, we embody our values of Integrity, Effectiveness, Support, Compassion and Empowerment because, your life is a journey worth planning.
Through careful analysis of your current circumstances and future goals, we at Sound Life Financial Services can assist you in tailoring strategies to ensure your financial plan is right for you – now and in the future.
Where are you heading?
There are many stages to life. Whether starting out in the workforce, buying a home, starting a family, or finally hitting retirement. We offer the tools, advice and reassurance to put you in the best financial position possible, throughout these stages of Life.
You’ve started a job, maybe started a family, or establishing a new business, and are ready to start the fundamentals. Together we’ll work out your goals and lay the foundations for a secure financial future.Find Out More
The Next Step
You’ve been putting in the hard yards and life is going well. But there is still the niggling thoughts of, “have I done enough?” Together we will reassess your goals and your current situation ensuring that “yes, you have done enough!”Find Out More
You're Almost There
The kids have left home, you may be reducing your work hours. Now is a critical time in your life to have that plan in place to enjoy the fruits of your labour. What’s next? Together we will plan for a stress free retirement.Find Out More
Our training, knowledge, skills and dedication translate into high quality service and advice, helping you on to the right path to financial security.
Financial Planning involves a five-step process:
- Data gathering and goal setting
- Identifying financial problems and developing strategies
- Preparation of written alternatives / recommendations
- Implementation of the agreed upon recommendations
- Review and revision of the plan
What is financial planning?
Financial Planning is an umbrella term that encompasses many different disciplines, including investment, insurance, superannuation, retirement planning, taxation and use of legal structures in order to meet the requirements of our clients.FIND OUT MORE
Financial planning requires specialised skill, research and a focused 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.
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Why we're different
Our team is passionate about making a difference in you financial life. Goals change, life happens, we are here for you!Learn About Us
Tools & Tips
Is there something you’d like know more on? Our tools and tips provide information on everything from saving to retirement.Forms, Tools +
What’s making news and headlines? Check out our recent information on the topics that matter to Western Australians most.What's Hot Blog
Our team is 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.