At Sound Life Financial Services, we are not just about numbers and finance — we’re about fostering relationships and building trust. With an established presence in Albany and a newly opened office in Perth, we are excited about the future! Our journey has been guided by a passionate, values-driven approach, led by Thelma Jaekel and Harrison Miles. Their experienced, empathetic leadership has created a workplace culture built on trust, respect, and care.

A New Approach to Financial Planning

Financial planning has changed dramatically over the years. Today, it’s not just about investment returns or wealth accumulation—it’s about aligning financial strategies with personal values and life goals. We work with our clients to uncover what matters most to them, helping them set goals that are meaningful and achievable.

Our approach starts with active listening. We know that financial success means different things to different people, so we take the time to understand each client’s unique values and dreams. Whether they want to grow a business, secure a comfortable retirement, or leave a legacy for their family, we create personalised strategies that align with their priorities.

By working closely with our clients, we ensure they feel confident about their future, knowing their finances are in capable hands. We offer more than just solutions—we provide guidance and peace of mind, helping them make informed decisions at every stage of life.

A Young, Dynamic Team – the future looks bright

Our business thrives because of the passion and enthusiasm of our young team. With fresh ideas, energy, and a forward-thinking approach, they embrace change and challenge the status quo, ensuring that our services evolve alongside a shifting financial landscape.

At the heart of this success is our founder Thelma, whose years of experience and deep understanding of financial planning lead with empathy, efficiency, and a holistic approach. This supportive culture enables our team to shine—turning challenges into opportunities and treating every client interaction as a chance to make a meaningful difference.

A Long-Term Commitment to Our Clients

Financial planning is a lifelong journey, not a one-time transaction. We walk alongside our clients, offering tailored advice that grows with them and their families. We provide the tools and guidance needed to meet life’s milestones, and life’s mishaps, with support and confidence.

Our clients know they can rely on us to be their trusted partner at every stage. Through regular check-ins and personalised support, we help them stay on track, adjust their strategies when needed, and stay focused on their goals.

This long-term approach ensures that we’re not just solving financial challenges as they arise—we’re building sustainable, future-focused strategies that give our clients peace of mind and security for years to come.

Expanding Horizons: Albany to Perth

We are excited to expand into Perth, adding a second location to our head office in Albany. This move reflects both our commitment to growth and our desire to make high-quality financial planning accessible to even more people across the Great Southern, Wheatbelt and Perth regions.

While Albany remains a vital part of our identity, our presence in Perth offers new opportunities to connect with new clients. Our focus remains on working with those ready to take charge of their financial futures with the support of our advisers.

The Care Factor

At the heart of everything we do is a genuine care for our clients. We are problem-solvers, listeners, and partners in their journey toward financial well-being. Every suggestion we make, every conversation we have, is guided by a sincere desire to help our clients achieve the life they envision.

With a dynamic team and strong leadership, we are excited for the future. Our business is growing, evolving, and thriving. We invite you to discover how we can help you create a financial plan that aligns with what matters most to you. Book a free 15-minute discovery call to see if we are the right fit for you.

The information contained in this article is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

If you or someone you know are experiencing financial hardship or need support to get on track financially, please reach out to Anglicare who can provide free financial counselling.