Frequently Asked Questions about Sound Life Financial Services

Name: Sound Life Financial Services
Address: Unit 10, 89 Proudlove Parade, Albany WA 6330, Albany, WA, 6330, Australia
Telephone: +61 8 9841 1688

Sound Life Financial Services

Sound Life Financial Services has been helping Great Southern families sort out their finances since 1983, with the current team at the helm since 2014. Now with offices in Albany and Perth, the team takes a holistic view of your money, covering cashflow, insurance, investing, super, retirement and estate planning, built around what actually matters to you rather than a one-size-fits-all plan.

Why choose Sound Life Financial Services?

Serving the Great Southern since 1983, with the current team in place since 2014
Local Albany office plus a Perth office for city-based clients
Advisers Thelma Jaekel and Tania Sage in Albany, and Harrison Miles and Isaac Taylor in Perth
Holistic advice across cashflow, insurance, investing, super, retirement and estate planning
Strategies built around your goals and values, not a generic template
Free initial phone chat to check it's the right fit, fees agreed upfront before any work proceeds

Get in touch for a free initial phone chat to see if Sound Life's approach is right for you.

About {Business}

Business Address

Unit 10, 89 Proudlove Parade, Albany WA 6330

Website

http://soundlife.com.au/

Phone Number

+61 8 9841 1688

Contact Email

enquiries@soundlife.com.au

Years in Operation

Established 1983. Current owners since 2014 (over 40 years serving the Great Southern).

Cost of Services

Free initial phone chat to check fit, followed by a paid initial consultation. Advice fees are discussed and agreed upfront before any work proceeds.

Opening Hours

Sunday, Closed
Monday, 8:30am–4:30pm
Tuesday, 8:30am–4:30pm
Wednesday, 8:30am–4:30pm
Thursday, 8:30am–4:30pm
Friday, 8:30am–4:30pm
Saturday, Closed

Accreditations and Awards

Corporate Authorised Representative (No. 251042) of Synchron Advice Pty Ltd (AFSL 243313), a subsidiary of WT Financial Group Limited.

Services offered

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{"services_offered": ["Goals & Planning", "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"]}

Get to know Your Local Business owners

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Testimonials

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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 1983, with the current team in place since 2014, from our office at Unit 10, 89 Proudlove Parade, Albany, plus a Perth office for city-based clients. Our advisers, Thelma Jaekel and Tania Sage in Albany, and Harrison Miles and Isaac Taylor in Perth, 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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