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Sound support throughout all of life's changes

We help successful individuals and business owners secure their financial future through whatever comes their way in life.

Don't be so busy making a living

that you forget to make a life.

 Your challenges: 

You don’t know if you have enough to enjoy the lifestyle you deserve

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You’re not sure how much money is enough or how much you need

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You’re lost in the world of confusing jargon surrounding pensions and investments

You’re going through a big change in life and are unsure of what the future looks like

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You’re looking to exit your business but you don’t know where to start

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 What we do: 

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Put you on a journey to financial freedom through our Personal Plan and Personal Plan+

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Give you the time to do more of what you love

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Educate you on your finances and remove any concerns or uncertainty surrounding your money

Watch our video to find out more...

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 Your journey... 

Our fresh thinking approach with YOU at the centre.

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1.

Discovery

We have an important meeting to get to know you and what you would like to achieve with your time.

2.

 Financial Freedom Strategy

We work together to produce a financial freedom strategy to help you break the shackles of your finances.

3.

Implement & Review

Your strategy is then implemented and every year we review your plan to make sure you're on track.

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Over 20 Years. Still Sound.

 Our Team 

Our handpicked team have been chosen for their passion and dedication to the profession and our clients. We pride ourselves on only working with individuals who continually strive for excellence.

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What our clients say about us...

 Ewen  

"They will walk you through the process and give you the best options to choose from, still leaving you in control of your own money."

 Chris & Wendy 

"We now have complete confidence that our financial affairs are in safe hands."

 Sarah 

"I would not hesitate in recommending them to anyone, so if you are looking for someone to trust with your future, you should contact Paul and team before doing anything"

 Book a call 

We would love to hear from you and get you started on your journey towards financial freedom.

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Hi, I'm Anna 

I'm the Practice Manager here at Sound and it is my pleasure to get our clients started on their financial planning journey.

You can book a free, no obligation Discovery Call with me below:

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