
About Us
We’re passionate about supporting and empowering you to find financial freedom through having an effective financial plan.
We believe that life IS a journey worth planning and we have the knowledge, tools and resources to inform, support and guide you on this journey.
Our aim at Sound Life is to provide you with financial advice for each stage of your life. We will work with you to develop, implement and review 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.
"We help you to look ahead by providing clarity, consistency and a meaningful service, not just in the short term but well into the future."
Your life is a journey worth planning
Meet our team

Our Values
It's our Sound Life values that form the basis for every business decision we make, and for every client, whether new or existing, our values give us clarity, guidance, direction and purpose. Our values are:
Efficient
We implement processes to ensure efficient workflow within our team and efficient service delivery to you. We ensure you feel empowered and informed on your planning journey.
Empathetic
We provide an inclusive environment where we treat all clients with respect, sensitivity and understanding. We listen with presence and genuine consideration.
Flexible
We are flexible and adapt to your changing circumstances. There is never a one-size-fits-all when we are working with you on your financial plan.
Fun
We have a welcoming, engaging, and supportive work environment while maintaining
professionalism and encouraging a positive, can-do attitude.
Holistic
We view you as the most important piece of the financial planning journey. We consider the big picture, guiding you to be disciplined rather than indulgent.
Trustworthy
We are proactive, open, and transparent. We work with you to achieve your best outcomes.