Successful & Ambitious Individuals
live the life that they deserve.
That you want to lock-in and achieve your desired lifestyle and be confident that your finances are helping you on your journey throughout life.
You deserve to feel confident in the knowledge that you are en-route to achieving financial freedom.
We provide you with a robust financial plan (Personal Plan or Personal Plan Plus+) to help navigate you through to financial freedom and then work with you on an ongoing basis (Sound for Life and Sound for Life Plus+) to ensure you stay on track.
A Sound Financial Plan turns this...
You may spend more time working than is necessary
Your spouse or partner may be left financially insecure
You're confused by the amount of tax you pay and how to use allowances
Your family may not be protected in the case of something happening
You may not be able to live out your dreams
Being on the journey towards financial freedom with a personal plan
Any concerns fully stress-tested using state-of-the-art Cashflow Modelling
A financial freedom strategy that is tailored to you and your family
Having a dedicated team on call to support you on your journey
Being educated on your finances and investments
Removal of administrational burden
Minimising income taxes and being on top of your inheritance tax
Support through all of life's surprises
and, most importantly...
doing more of what you love.
What we will do:
What we won't do:
Ensure that you are financially well-organised
Ensure that you can manage your investment risk
Ensure that you will never run out of money
Only be in touch with you once every three years
Simply focus on your investments rather than your life
Give you the plan and leave you to it
What our clients say about us...
"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."
"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.
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: