Amplify Your Wealth
What our clients say about us
One of Sydney's most progressive boutique financial planning practices
At Sound Financial Solutions your success is our success and we build it on these key foundations.
When it comes to your finances, trust is the most important factor. Trust is built through actions not just words. Trust is about feeling safe and having confidence to make the right decisions. We will always act in your best interests and provide you with personal ongoing support in the good times as well as the bad.
Relationships
We are committed to developing strong lasting relationships throughout your journey.
We will hold your hand through the many phases in your life. From starting your career, marriage, buying your first house, children, divorce, selling houses, changing jobs, redundancy, windfalls or losses, pre retirement planning, retirement, aged care, estate planning and inheritances.
We will be there with you to the finish line.
Values
What is important to you is also important to us. Whether that is growing your wealth, protecting your wealth or just getting financially organised, we want the same outcome as you do. We value your success - it is our ultimate goal!
Professionalism
We are experienced professionals and maintain the following memberships:
- CFP® member of the Financial Advice Association Australia (FAAA)
Expertise
When you need an expert in:
- Professionally Managed Investments
- Progressive Strategies
- Superannuation
- Retirement Planning
- Tax-Smart Investing
- Estate Planning
- Personalised Insurance Solutions
You are in the best hands with us.
We are the wealth management specialists
Wealth management is a big responsibility. It is complicated and can be extremely difficult to navigate. You can rely on us for expert advice.
Tristan Godfrey
CFP® BA, ADFS(FP)
Principal Financial Adviser
Donna Godfrey
ADPP
The Boss
121 Boomerang Drive,
Glossodia
NSW 2756