Frequently Asked Questions about Sound Life Financial Services

Name: Sound Life Financial Services
Address: 106 Stirling Terrace, Albany WA 6330, Australia, Albany, WA, 6330, Australia
Telephone: +61 8 9841 1688

Sound Life Financial Services

Sound Life Financial Services is a values-driven financial planning firm based in Albany, WA, with a growing presence now extending to Perth. Since 1999, the business has focused on delivering holistic financial solutions that empower individuals and families to achieve financial clarity and long-term wellbeing. Their services span cashflow management, insurance, estate planning, investing, retirement planning, and superannuation—each tailored to align financial decisions with life goals and personal values.

Why choose Sound Life Financial Services?

Client-Centered Planning: Every strategy is customized to reflect the client's lifestyle, values, and evolving goals.
Established Experience: Over 25 years of trusted service in the Great Southern region.
Local and Metro Reach: With offices in Albany and Perth, they provide accessible support for both rural and city-based clients.
Relationship-First Approach: Trusted advisors who emphasize listening, advocacy, and collaborative planning.
Whole-of-Life Strategy: Holistic advice that considers all stages of life—from early career to retirement and legacy planning.

Start your journey toward financial clarity and freedom with Sound Life Financial Services today—where your goals guide the strategy.

About {Business}

Business Address

106 Stirling Terrace, Albany WA 6330, Australia

Website

http://soundlife.com.au/

Phone Number

+61 8 9841 1688

Contact Email

enquiries@soundlife.com.au

Years in Operation

Since 1999 (Over 25 years in operation)

Cost of Services

A custom quote based on the scope, goals, and financial complexity of each client.

Opening Hours

Sunday, Closed
Monday, Contact for appointment
Tuesday, Contact for appointment
Wednesday, Contact for appointment
Thursday, Contact for appointment
Friday, Contact for appointment
Saturday, Closed

Accreditations and Awards

Services offered

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{"services_offered": ["Cashflow Management", "Personal and Income Protection Insurance", "Estate and Legacy Planning", "Investment Strategy and Portfolio Management", "Retirement Planning", "Superannuation Advice"]}

Expertise

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{"expertise": ["Holistic Financial Planning", "Retirement and Transition Strategies", "Intergenerational Wealth Planning", "Value-Based Investment Advice", "Long-Term Client Relationships", "Regional Financial Services"]}

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Frequently Asked Questions

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[{"order": 1, "question": "How is Sound Life Financial Services different from other financial planners in Albany?", "answer": "We’ve been serving the Great Southern since 1999 from our Albany office (Level 1, 106 Stirling Terrace) and our Perth location in Salter Point. Led by Thelma Jaekel, we provide holistic advice across cashflow, insurances, estate planning, investing, retirement and superannuation. Our relationship‑first, goals‑based process is tailored to local families and professionals, so your strategy aligns with your values and life stage."}, {"order": 2, "question": "What can I expect in the first meeting, and how are fees handled?", "answer": "Your discovery meeting clarifies your goals, current position and priorities. We outline the scope that best fits you (for example, cashflow, super, retirement planning, investing, insurance or estate planning), explain our process and next steps, and answer your questions. All fees are presented clearly in writing before you proceed—no surprises—so you can decide with confidence."}, {"order": 3, "question": "Do you advise on superannuation and retirement income for WA pre‑retirees and retirees?", "answer": "Yes. We help you evaluate your super fund options, contributions strategy, investment mix and risk level, then design a retirement income approach—such as transitioning from accumulation to pension and setting a sustainable drawdown strategy—so you can retire with clarity. Personal advice is provided once we understand your circumstances, objectives and tolerance for risk."}, {"order": 4, "question": "Can you work with my accountant and solicitor, especially for estate planning?", "answer": "Absolutely. Collaboration is central to our approach. We liaise with your accountant and solicitor to align tax, structures and documents (for example, wills and enduring powers of attorney) with your financial plan. This helps ensure your cashflow, investments, risk protection and legacy wishes all work together without gaps."}, {"order": 5, "question": "Do you meet in person in Albany and Perth, and do you work with clients across the Wheatbelt and Great Southern?", "answer": "Yes. We offer in‑person meetings in Albany and Perth, and virtual appointments for clients across the Great Southern, Wheatbelt and Perth metro. Whether you prefer face‑to‑face or online, you’ll receive the same structured process, regular updates and clear next steps so it’s easy to move forward."}]

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