Our Story

 

We are a family owned financial planning practice helping busy professionals and retirees make Sound Financial decisions for over a decade. 

 

One of Sydney's most qualified and experienced wealth management specialists providing tax-smart financial strategies.

Superannuation and Retirement

Personalised Financial Planning to ensure your retirement is stress free

Investments

Tailored Investment Strategies to build and protect your wealth

Insurances

Insure your most valuable asset

What differentiates Sound Financial Solutions? 

Our Approach

We are smart with your money using our proactive investment philosophy.

We show you your progress along the way with easy access technology.

We provide you with personal attention and regular communication.

Extensive Experience

We have a degree qualified Certified Financial Planner® with over two decades of experience and knowledge.

You deal directly with the Principal Adviser and owners of Sound Financial Solutions.

Progressive Technology and Strategies

This is where our expertise shines.

Sound Financial strategies powered by smart technology.

See your progress with the click of a button.

We are passionate about what we do

We love nothing more than finding the right investments for you and creating a personalised financial plan that meets your life goals.

"I believe everyone deserves financial advice.....a tailored strategy that gives you confidence to take control of your finances"  Tristan Godfrey CFP®

Our Sound Partners 

working with the best in the business

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