Sound Life Financial Services is a professional financial services firm in Albany, with Thelma Jaekel and Jane Looker serving as directors. The dedicated team at Sound Life Financial Services delivers high-quality services and financial advice, aiming to collaborate directly with clients to address lifestyle-related financial goals. Their mission is to positively impact individuals by assisting and empowering them to attain financial freedom through effective financial planning. The Sound Life Financial Services team assists in tailoring strategies to ensure that financial plans align with clients' current and future needs. They are dedicated to fostering strong relationships with clients, their families, and other professional advisers, working collaboratively to achieve lifelong goals. Sound Life Financial Services is committed to providing financial advice tailored to each stage of life. Their goal is to work with clients in developing, implementing, and reviewing personalized and innovative strategies that empower them to take control of their financial decisions and achieve both short-term and long-term objectives.
UNIQUE FACTS:
• Free 30-minute Discovery Session.
• On-site Services.
• Provide Clarity, To Help You Establish.
3 Best Financial Services in Albany, WA
Expert recommended Top 3 Financial Services in Albany, Western Australia. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
SOUND LIFE FINANCIAL SERVICES REVIEWS
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.
Thelma has made our journey through our Finances a truly pleasant experience. her knowledge, simple way of explaining matters and friendly nature has been a true delight. I am sleeping better knowing my finances are in order and in capable hands. Highly recommended.
Excellent service. Both Harrison and Thelma have been outstanding looking after our needs.
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Grove Securities is an independent financial planning firm located in Albany, with Mark Grist serving as its managing director since its establishment in 1999. With extensive experience, Mark is actively involved in all aspects of the business and holds positions on the Compliance and Investment Committees. Situated in their Perth office, Mark provides financial advice to various clients, including individual private clients, self-managed superannuation funds (SMSFs), small businesses, not-for-profit organizations, and families. Penny Slebos is the firm's director, specialising in financial planning, insurance advice, investment advice, and a comprehensive range of SMSF services. Grove Securities offers a wide array of financial services and products, aiming to assist clients in developing clear goals. Their approach involves considering the client's financial position, aspirations, and available strategies. They take the time to explain personalized strategy and investments, facilitating informed decision-making. The firm's private ownership model encourages advisers to build long-term relationships, providing clients with stability and reliable contacts. Grove Securities offers specialized advice on various aspects, including establishing and managing SMSFs, investment opportunities and limitations within SMSFs, holding personal insurances within SMSFs, and compliance and in-house administration services.
UNIQUE FACTS:
• Assist You In Developing Clear Goals.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
GROVE SECURITIES REVIEWS
Excellent- can't say any better. They craft a financial plan is the first important step in the process of determining how best to use your financial resources to move toward the achievement of your goals.
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FSS Financial Super Solutions is a distinguished financial service organization in Albany. Their team of financial advisers is dedicated to assisting you in structuring your financial position for optimal outcomes, leveraging current investment, legislative, and commercial information. The goal is to provide guidance and empower you with knowledge, enabling better decision-making as you progress through life. John Corbett serves as the senior adviser in this reputable firm, bringing about nine years of private practice experience in Albany. The team, led by John, takes pride in cultivating excellent customer relationships. They are committed to guiding individuals through various life stages, whether it's navigating their first job, saving for aspirational goals, or planning for retirement. The approach involves comprehensively considering factors such as your goals, balanced budgets, protection, investment, and tax situation. FSS Financial Super Solutions emphasises helping you structure your financial situation strategically, incorporating the latest information on investments, legislation, and commercial trends. Through empowerment and education, they aim to equip you with the tools to make informed decisions as you navigate the complexities of life.
UNIQUE FACTS:
• On-site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FSS FINANCIAL SUPER SOLUTIONS REVIEWS
They start by understanding who you are and what you are about. From this information possible solutions are explored and the pros and cons weighed to ensure the best of them is selected and then put into action for you with your input.
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