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? 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.
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.
Services
At Sound Life Financial Services, our team is passionate about making a difference by 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.
Sound Life Financial Services offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for us to choose from. I can't praise Thelma enough.
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.
Consulting an experienced financial planner enables you to actively plan for your future, rather than leaving it to chance. But, how do you find yourself a financial planner who is qualified to meet your needs? Finding the right financial planner for you requires a bit of homework on your part. It is your right (and responsibility) to ensure the financial planner has the background, expertise and methods of operation that suits your needs.
The personal financial planning process is one that begins with defining your needs, objectives and your current situation. Once these are established, we are able to devise a plan to meet your financial goals. We will typically tell you what you need to bring with you to your first meeting. We may even ask you to fill in a fact-finding questionnaire about your current situation before this meeting takes place.
Reviews (5)
Sandy Warburton
Oct 07, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
We would like to Thank Sound Life Financial Services and especially Thelma for all her professional advice over the years. Thelma has always provided us with the confidence in making the right decisions for our future needs. We would highly recommend her services.
We would like to Thank Sound Life Financial Services and especially Thelma for all her professional advice over the years. Thelma has always provided us with the confidence in making the right decisions for our future needs. We would highly recommend her services.
Janet Masters
Sep 23, 2021
Report
Rosie Deveson
Sep 20, 2021
Report
Peter Malins
Jun 24, 2021
Report
Janine Determes
Jun 23, 2021
Report