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BEST RATED ALBANY WA FINANCIAL SERVICES

3 Best Financial Services in Albany WA

Expert recommended Top 3 Financial Services in Albany WA. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Sound Life Financial Services
Sound Life Financial Services
Sound Life Financial Services
Albany Financial Services Sound Life Financial Services video
9+ YEARS IN TBR
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SOUND LIFE FINANCIAL SERVICES

(4.9 Score)
Level 1, 106 Stirling Terrace,
Albany WA 6330 Directions

Since 1999

Specialty:

✓ Cashflow ✓ Insurances ✓ Estate Planning ✓ Investing ✓ Retirement ✓ Superannuation

“Sound Life Financial Services is owned by Thelma Jaekel. She aims to help their clients feel comfortable discussing their financial future and to empower them to get results. Sound Life Financial Services' expert team offers its clients high-quality service and financial advice. Their aim at Sound Life Financial Services is to provide you with financial advice for each stage of your life. They will work with you to develop, implement and review personalised, innovative strategies that allow you to take control of your own financial decisions, and allow you to achieve your short, medium and long-term goals. Sound Life Financial Services is committed to building solid relationships with you, your family and your other professional advisers to ensure they all work as a team to achieve your life-long goals.

2025 Update: Their West Australian service delivery footprint covers the Great Southern region, with their head office based in Albany, extending to the Wheatbelt region, and most recently the Perth metropolitan area.”

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License ABN 13 009 253 258

Contact:

08 9841 1688

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Grove Securities
Grove Securities
Grove Securities
6+ YEARS IN TBR
CALL CONTACT

GROVE SECURITIES

(4.8 Score)
49 Serpentine Road,
Albany WA 6330 Directions

Since 1999

Specialty:

✓ Retirement Income Streams ✓ Risk Management ✓ Government Benefits ✓ Salary Packaging ✓ Investing ✓ Estate Planning ✓ Cash Flow Management ✓ Self Managed Superannuation ✓ Insurance ✓ SMSF Strategic Advice ✓ SMSF Investing ✓ SMSF Administration ✓ Superannuation Opportunities

“Grove Securities is an independent financial planning firm, where Mark serves as a Senior Financial Adviser. He has extensive experience providing strategic, technical, and investment advice and sits on their compliance and investment committees. Grove Securities helps turn complexity into clear and actionable strategies that navigate you toward your financial goals. They might assist you in developing clear goals and will consider your current financial position, your hopes and plans for the future, and strategies that might be available to you. Knowledgeable, practical, and serious about acting in your best interests, they help turn complexity into actionable strategies that navigate you toward your goals, always striving to deliver high standards of advice and proactive support. Grove Securities' private ownership model motivates their advisers to form long-term relationships, providing you with stability and contacts on whom you can rely.

2025 Update: The firm also has a branch in Perth.”

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License ABN 82 086 637 372|AFS 233713

Contact:

08 6819 7500

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

FSS Financial Super Solutions
FSS Financial Super Solutions
9+ YEARS IN TBR
CALL CONTACT

FSS FINANCIAL SUPER SOLUTIONS

(4.7 Score)
20 Lockyer Avenue,
Albany WA 6330 Directions

Since 2012

Specialty:

✓ Superannuation ✓ Investment ✓ Understanding Financial Institutions ✓ Estate Planning ✓ Managing Debt ✓ Budgeting ✓ Business Insurance Planning ✓ Life Insurance

“FSS Financial Super Solutions is a renowned financial services organisation, with John Corbett as the senior advisor. He prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals, and empowering them to make better financial decisions. FSS Financial Super Solutions prides itself on helping you structure your financial situation to achieve better outcomes for your needs using current investment, legislative and commercial information, and empowering and educating you to make better decisions as you advance through life.”

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License ABN 86 155 253 651

Contact:

08 9841 1007

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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SOUND LIFE FINANCIAL SERVICES REVIEWS

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.

The service and communication is fantastic, however the best thing is just being able to have a laugh with Thelma, Harry and the team. Thoroughly recommend.

Excellent service. Both Harrison and Thelma have been outstanding looking after our needs.

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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.

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.

TBR® Inspection Score Report

SOUND LIFE FINANCIAL SERVICES Total Inspection Points: 118/120
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GROVE SECURITIES Total Inspection Points: 115/120
Acknowledgements: 8
Business Hours: 9
Business Images: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FSS FINANCIAL SUPER SOLUTIONS Total Inspection Points: 113/120
Acknowledgements: 8
Experience: 8
Business Hours: 9
Business Images: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10