About Us

Working in partnership with you we can help you achieve your desired lifestyle; to protect your wealth throughout your life and pass it down through future generations.

We offer a fresh thinking approach to Financial Planning and understand the challenges many may have faced in receiving unbiased advice. Our emphasis is on you as an individual and our tailored approach reflects just that. To us Financial Planning is about more than just assessing figures. Our private client team led by Andrew, Paul, David and Nick take the time to understand your lifestyle needs, objectives and concerns both now and into the future.

Advice for individuals

Advice for business owners

Whether your retirement is way off in the future, looming large or you have already retired, we will work with you on your path to financial security.

Light the Flame!

Talk to one of our planners

Whether your retirement is way off in the future, looming large or you have already retired, we will work with you on your path to financial security.

Light the Flame!

Talk to one of our planners

Retirement Ahead

It’s never too early to start planning for your financial future, even more so if you wish to take early retirement or at least have the option to do so. We can work with you on your ‘Magic Number’ to help you achieve and maintain your desired lifestyle and set you on your pathway to being financially free. We will encourage and educate you to be able to manage risks and control your personal taxation.

At Retirement

We often ask our clients “Your money or your life? Which will run out first?” Whether you choose to take full retirement, phase it in or work part time, perhaps on a consultancy basis, we can help ensure that your retirement is as stress-free as possible and you can look forward to the future with confidence. We will help you ensure that you have a sustainable income now and long into the future, without the need to take unnecessary risks.

Post Retirement

Do you plan to pass your wealth to your family and loved ones? Will it be protected within the family bloodline or could it be diverted through social impacts such as divorce or bankruptcy? There are always other factors to consider such as inheritance tax, trust funds, health and care requirements. At Sound Financial Planning we can work in conjunction with you, your family and other professionals to help protect your money.

At Sound we also specialise in supporting business owners, offering expert advice tailored to various stages in business ownership.

Light the Flame!

Talk to one of our planners

Growth

Starting a business is one thing, but managing its growth can be equally as difficult. There are many hurdles to overcome. Long-term success can be hindered by poor short-term planning. Let our expert Financial Planners help you to grow your business, allowing you to reach your corporate and personal goals.

Exit Strategy / Succession Plan

When you feel it is time to exit your business, you need to be sure that all your hard work will pay off. Your exit strategy is crucial and planning ahead can be key. You need to be aware of taxation issues, staffing responsibilities, financial goals and choosing the exit that is financially most beneficial to you. With years of experience our Financial Planners can guide you through this complex phase.

Our Core Values

We believe that our Core Values enable our team to ensure you receive a level of service and an experience that is second to none. We pride ourselves in building long, lasting relationships with our clients that transcend the generations.

The Sound Financial Planning Group is proud to carry the Accredited Financial Planning Firm™ kite mark which confirms that we have undertaken the CISI’s rigorous Accreditation process, so you will be safe in the knowledge that you are in good hands.

Visit our Meet the Team page to see your team and click here to read about our Sound Financial Planning Charitable Fund and learn how we are committed to helping our local community.

Our Promise

If we are unable to demonstrate significant benefit and value in you becoming a Sound private client, we will endeavour to point you in the direction of someone else who may be able to help.