Sound Life Financial Services

Financial Advisory Servicessoundlife.com.au

Company typePrivate
Founded-
HeadquartersAlbany, Australia
Headcount1–10
GTM typeB2C
OfferingServices

Sound Life Financial Services firmographics

Firmographics

Name: Sound Life Financial Services
Legal name: Sound Life & Superannuation Agencies Pty Ltd
Website: https://soundlife.com.au
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Sound Life Financial Services industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
SIC: Investment Advice (6282), Services-Management Consulting Services (8742)
akta.pro primary industry: Financial Coaching & Budgeting Advisory (FSAEAAAH)
akta.pro secondary industries: Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN), Discretionary Portfolio Management (DPM) (FSAAABAC)

Keywords

Financial planning services
Personal insurance advice
Retirement planning advisory
Superannuation strategy services
Estate planning advisory

Where Sound Life Financial Services is headquartered

Location

Headquarters

HQ city: Albany
HQ country: Australia
HQ region: Oceania

Offices2 records

Markets served

Sound Life Financial Services business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel

Revenue model

Financial Planning Fees: Fees charged across the structured 6-stage advice process. Goals meeting $550, strategy meetings $2200, plan presentation $1100. Ongoing service with minimum fee of $5150 per annum. Fee options available from personal cash flow or from recommended products.

Pricing tiers

Model	Billing	Price
Subscription	One time	Goals Meeting
Subscription	One time	Strategy Meeting(s)
Subscription	One time	Present & Implement Meeting
Subscription	Annual	Ongoing Service

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Sound Life Financial Services product offering

Product offering

Core offering

Sound Life Financial Services is a Western Australia-based financial advisory firm delivering holistic personal financial planning through a structured six-stage advice process: free discovery call, paid goals meeting, strategy meetings, plan presentation, implementation, and ongoing service. Core paid service lines comprise cashflow management, personal insurances (Income Protection, Life, TPD, Trauma), estate planning, ETF/ESG investing, retirement planning, and superannuation strategy for individuals, families, and family-business owners. Advice is delivered under the Australian Financial Services Licence of Synchron Advice Pty Ltd (AFSL 243313).

Product overview

Sound Life Financial Services operates as a financial advisory firm offering a unified suite of financial planning services rather than a modular software platform. The core service portfolio comprises six interconnected advisory offerings: Cashflow Management, Insurances (covering Income Protection, Life Insurance, TPD, and Trauma Insurance), Estate Planning, Investing (including ETFs and ESG options), Retirement Planning, and Superannuation services. These services are delivered through a structured four-stage advice process (Goals Meeting, Strategy Meetings, Presentation & Implementation, and Ongoing Service) and supplemented by a free eBook Library resource. The firm is authorized by Synchron Advice Pty Ltd (AFSL 243313) and serves clients across Western Australia's Great Southern, Wheatbelt, and Perth regions.

Differentiator

Problem solved

Functional benefit

Products and services

Cashflow Management Advisory service helping individuals and families achieve financial security through disciplined savings plans, budgeting, salary sacrificing, and salary packaging, integrated with the firm's broader financial planning advice.
Insurances Advice Personal insurance advisory service covering Income Protection, Life Insurance, Total and Permanent Disability (TPD), and Trauma Insurance, designed to protect clients against the financial impact of illness, injury, or death.
Estate Planning Estate planning advisory covering Will preparation, Executor arrangements, Powers of Attorney, trust structures, and superannuation death benefit nominations to support intergenerational wealth transfer.
Investing Advice Investment advisory service offering Exchange Traded Funds (ETFs), ESG investment options, and tailored portfolio design aligned to individual goals and risk profiles, delivered via the Sentinel Financial Services investment platform.
Retirement Planning Retirement goal-mapping and financial security planning that guides clients towards achieving comfortable retirements with confidence, integrated with the firm's superannuation and investing advice.
Superannuation Advice Superannuation contribution planning, salary sacrificing strategy, and tax-effective use of superannuation vehicles to maximise retirement savings, including recontribution strategies to reduce tax on beneficiary inheritance.

Quantifiable outcome

Kylie received full trauma insurance payout within days of notifying adviser, covering a year's worth of income
+1 more outcomes

Companies that use Sound Life Financial Services

Customer profile

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Sound Life Financial Services technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Sound Life Financial Services partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

Synchron Advice Pty LtdcoreOEM/ Whitelabel/ Licensing PartnerSound Life & Superannuation Agencies Pty Ltd (trading as Sound Life Financial Services) are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650, AFSL 243313). Synchron provides their AFSL licensing, compliance framework, and regulatory oversight.
Sentinel Financial ServicescoreTechnology or IntegrationSentinel Financial Services is used as the platform to access and provide clients with a portfolio of Exchange Traded Funds (ETFs). Sound Life uses Sentinel as their investment platform for client portfolios.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Sound Life Financial Services competitors and assessment

Company assessment

Direct peers

Stanford Brown: Australian private wealth advisory firm offering financial planning, investment, superannuation, and estate services to HNW individuals and families. Comparable in holistic advice-led model and target client base, though operating at a higher-end wealth tier.
Affinity Wealth: Australian financial planning practice providing retirement, investment, superannuation, and estate planning advice. Comparable as a fee-based, holistic financial advisory targeting individuals and families.
GPS Wealth: Australian mid-market financial advisory firm offering holistic financial planning, superannuation, and wealth services to individuals and families. Directly comparable to Sound Life in service mix, target customer (retail/HNW individuals), and holistic advice-led model.
Lifespan Financial Planners: Independent Australian financial planning firm offering cashflow, superannuation, investment, insurance, and estate planning advice. Highly comparable customer segments and product suite to Sound Life.
Vision West Financial Planning: WA-based financial advisory serving individuals, families, and business owners across the Perth metro and regional Western Australia. Closest geographic peer to Sound Life, with overlapping regional WA coverage and similar holistic advice model.
Shadforth Financial Group: Australian financial advisory firm delivering financial planning, investment, superannuation, and insurance advice to individuals and business owners. Similar holistic, fee-based service suite and customer profile to Sound Life.
Count Financial Limited: Australia-wide network of aligned financial advisers providing personal financial advice, superannuation, and investment services. Comparable as a like-for-like advice-led financial planning practice serving retail and family clients under a licensee-style model.

Broad incumbents

AMP Financial Planning: Australia's largest vertically integrated wealth and advice group offering financial planning, superannuation, investments, and insurance. Comparable in product categories and customer segments but operates at materially larger scale and through a national adviser network.
Insignia Financial: Major Australian wealth management group (formerly IOOF) providing financial advice, superannuation, and investment platforms. Overlaps with Sound Life on retail financial advice and superannuation services but operates as a large incumbent with multiple brands and platforms.

Others

WT Financial Group: Australian financial services group operating the Synchron Advice AFSL under which Sound Life is authorised. Ecosystem participant rather than direct competitor — provides licensing, compliance, and platform infrastructure used by Sound Life and similar advice practices.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Sound Life Financial Services compliance and trust

Trust signal

Compliance1 record

Sound Life Financial Services financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Sound Life Financial Services leadership team

Management profile

Number of profiles

Profiles8 records

Sound Life Financial Services funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Sound Life Financial Services M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sound Life Financial Services

What does Sound Life Financial Services do?

Is Sound Life Financial Services a public or private company?

Sound Life Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Sound Life Financial Services founded?

Sound Life Financial Services was founded in -1. It employs 1 to 10 people.

Where is Sound Life Financial Services based?

Sound Life Financial Services is headquartered in Albany, Australia, in the Oceania region.

How does Sound Life Financial Services make money?

One revenue line is on record: financial Planning Fees.

Who are Sound Life Financial Services's main competitors?

Direct peers on record are Stanford Brown, Affinity Wealth, GPS Wealth, Lifespan Financial Planners, Vision West Financial Planning, Shadforth Financial Group and Count Financial Limited. Broad incumbents are AMP Financial Planning and Insignia Financial. WT Financial Group is listed as an others.

Does Sound Life Financial Services have an API?

No public API is recorded for Sound Life Financial Services.

What industry is Sound Life Financial Services in?

Sound Life Financial Services's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory, with a secondary code of EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors). Its NAICS code is 523940 and its SIC code is 6282.