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.