Contact Sign In Add Your Business
Sound Life Sound Life
Call Now
Website
Call
Business Details
Your Trusted Financial Planning Partner in Albany, WA
At Sound Life, we are dedicated to empowering individuals to achieve financial freedom through tailored financial planning. Our approach focuses on understanding your unique life goals, providing clarity, and building long-term strategies that adapt to your evolving needs. With a team of experienced financial planners, we offer expertise in cashflow management, insurance, estate planning, investing, retirement, and superannuation. Our commitment extends beyond delivering a financial planwe prioritise ongoing support, ensuring you remain on track to meet your objectives.

Headquartered in Albany, WA, we serve clients across the Great Southern, Wheatbelt, and Perth metropolitan regions. Our values of efficiency, empathy, flexibility, and trustworthiness underpin every decision, fostering strong relationships with clients and their families. We believe financial planning is a collaborative journey, working alongside your other professional advisers to create holistic solutions. By simplifying complex financial matters, we enable you to focus on what truly matters to you, providing peace of mind for your future.
Services
Cashflow Management Insurance Review Estate Planning Investment Solutions Retirement Planning Superannuation Advice Financial Education Resources Budget Planning Salary Sacrificing Strategies Binding Nominations Assistance
Highlights and features
  • We offer personalised financial strategies tailored to your life goals
  • Our team provides ongoing support to adapt to your changing circumstances
  • We prioritise holistic financial planning, considering your entire financial picture
  • Our advisers hold advanced qualifications in financial planning and accounting
  • We serve regional and metropolitan clients across Western Australia
Update Listing
Services
Cashflow Management
We help clients achieve financial security through disciplined savings plans and budgeting strategies. Our team provides guidance on salary sacrificing and packaging options to optimise cashflow. By developing tailored budgeting solutions, we empower clients to maintain financial control and build long-term wealth.
Estate Planning
Our estate planning services ensure your wishes are clearly documented through wills, enduring power of attorney, and binding nominations. We help clients create comprehensive plans to reduce family stress during difficult times and ensure smooth asset distribution according to their intentions.
Superannuation Advice
We provide expert guidance on maximising superannuation contributions through salary sacrificing strategies. Our team helps clients understand government superannuation changes and develop plans to build sufficient retirement savings while navigating complex regulations.
Investment Solutions
We design custom investment portfolios aligned with clients' financial goals and risk tolerance. Our approach focuses on maintaining discipline through market fluctuations while building long-term wealth through diversified investment strategies tailored to individual circumstances.
Retirement Planning
Our retirement planning services help clients transition into their post-work years with confidence. We develop comprehensive strategies covering income requirements, lifestyle goals, and tax-effective withdrawal approaches to ensure financial security throughout retirement.
People
Thelma Jaekel
Director/Adviser
With 12 years in Albany, Thelma brings nursing and farming experience to financial planning. She focuses on empowering clients to make informed financial decisions while prioritising community connections and social well-being.
Harrison Miles
Financial Planner
Harrison specialises in helping clients achieve confident, purpose-driven lives through financial planning. He combines local knowledge with Perth connections to serve regional and metropolitan clients across Western Australia.
Tania Coutin
Financial Planner
Tania simplifies financial matters through education and goal setting. With experience across Perth's financial practices, she empowers clients to focus on their priorities while managing finances efficiently.
Tammy Bridger
Practice Manager
Tammy ensures smooth operations and team support while maintaining focus on client financial wellbeing. Her administrative expertise contributes to creating an efficient and harmonious workplace environment.
Isaac Taylor
Associate
Currently studying finance, Isaac gains practical experience while helping clients work towards financial independence. His local Southwest background informs his approach to financial planning challenges.
Questions
What financial planning services do you offer?
We provide comprehensive services including cashflow management, insurance review, estate planning, investment solutions, retirement planning, and superannuation advice tailored to individual client needs.
How do you personalise financial plans for clients?
We develop custom strategies through detailed consultations, considering your current circumstances, life goals, and risk tolerance to create adaptable financial plans that evolve with your needs.
Which areas do you service?
We serve clients across Western Australia's Great Southern region, Wheatbelt, and Perth metropolitan area from our Albany and Salter Point offices.
How do you support clients after creating a financial plan?
We provide ongoing support and plan reviews to ensure your financial strategy remains aligned with changing circumstances and market conditions throughout your life journey.
What qualifications do your advisers hold?
Our team includes advisers with qualifications like Graduate Diplomas in Financial Planning, Advanced Diplomas in Accounting, and relevant industry accreditations ensuring professional expertise.
Reviews (5)
Sandy Warburton
Oct 07, 2021 Report
Positive:Professionalism,Quality,Responsiveness,Value
We would like to Thank Sound Life Financial Services and especially Thelma for all her professional advice over the years. Thelma has always provided us with the confidence in making the right decisions for our future needs. We would highly recommend her services.
Janet Masters
Sep 23, 2021 Report
Positive:Professionalism,Quality,Responsiveness,Value
Sound Life Financial Services in Albany, are giving me sound financial advice, with excellent returns. I can readily recommend them!
Rosie Deveson
Sep 20, 2021 Report
Positive:Professionalism,Quality,Responsiveness,Value
I am so grateful to Thelma and the Team at Sound Life helping me take control of my finances and giving me peace of mind and security.
Peter Malins
Jun 24, 2021 Report
Positive:Professionalism
A great team focused on achieving satisfaction for their clients in an uncomplicated, easy to understand manner. My retirement plan with Sound Life has given me complete peace of mind for my future. Thanks Jane and team ! your awesome..
Janine Determes
Jun 23, 2021 Report
Positive:Professionalism,Quality,Responsiveness
Love the professional service and easy to understand finance advice feel very welcome and comfortable working with Thelma