Sound Life Financial Services: financial planning in Albany WA
Sound Life Financial Services is a financial planning practice with its regional office at Unit 10, 89 Proudlove Parade, Albany, and a second office in Perth at Salter Point. We provide financial planning in Albany and work with clients across the Wheatbelt, Great Southern and South West of Western Australia. Our advice areas are cashflow, insurances, estate planning, investing, retirement and superannuation. Our phone number is 08 9841 1688 and our email is [email protected].
How the practice is set up
Our trading entity is Sound Life & Superannuation Agencies Pty Ltd, trading as Sound Life Financial Services. We operate from two offices, the Albany one on Proudlove Parade and a Perth one at Salter Point, with the same advisers working across both. Our Financial Services Guide, in two parts, sets out what we are authorised to deal in and advise on, and it is published on our website along with our privacy policy and disclaimer. Those documents are the place to start if you want to understand how we work before you make contact.
What we advise on
Our advice covers the areas listed below.
Advice areas
- Superannuation and SMSFs: contribution planning, salary sacrificing options and self-managed superannuation funds.
- Retirement: mapping out retirement goals, whether you are approaching retirement, already there, or planning to retire early.
- Investing: designing an investment portfolio to suit your circumstances, across securities, managed investment schemes and government-issued debentures, stocks or bonds.
- Insurances: reviewing personal insurance as needs and circumstances change over time.
- Cashflow: budgeting and savings plans, and the difference between salary sacrificing and salary packaging. A budget planner worksheet is available free from our website.
- Estate planning: how an estate will be divided, and the documents that carry that out, including a current will, an enduring power of attorney and binding nominations. If you do not have a will, we can connect you with local estate planning specialists.
- Aged care and tax (financial) advice: both are areas we advise on.
Our team
Thelma Jaekel is a director and financial planner based in Albany, holding a Graduate Diploma in Financial Planning and an Advanced Diploma of Accounting. She moved into financial planning here after years at Ongerup and Borden, balancing family, nursing and farming. Harrison Miles is managing partner and a financial planner, based in Perth, with a Bachelor of Commerce and a Graduate Diploma in Financial Planning. Tania Sage is a financial planner with a Bachelor of Commerce majoring in financial planning; she started in the field in 2018 and worked across several Perth practices before joining us in Albany. Isaac Taylor grew up in the South West, now lives in Albany, and holds a Bachelor of Commerce majoring in finance and financial planning. Behind the advisers, Tammy Bridger is our practice manager, Amanda Poett and Kelly Seaton are our client services officers, and Toby Nicholas is with us in Perth while continuing his financial planning studies.
How we work with clients
The financial planning process does not end when we hand over a plan. We review and adjust as circumstances change, and we work alongside your family and your other professional advisers rather than in isolation. People come to us at very different points: buying a first home, having children, transitioning to retirement, and also through divorce, serious illness or injury, and the death of a partner. One case we describe on our website involved 18 months of paperwork, correspondence and advocacy for a newly widowed client winding up an investment platform account, at no additional fee to her. Our stated values are efficient, empathetic, flexible, fun, holistic and trustworthy. If you want to talk before committing to anything, we offer a free 20-minute discovery call, which can be booked through our website, or you can call the Albany office on 08 9841 1688.