Tristan Godfrey

Sound Financial Solutions

Silver

21 Yrs Experience

Glossodia, NSW 2756

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Hi I'm Tristan, a Certified Financial Planner located in the Hawkesbury NSW providing down to earth financial advice to local residents and clients Australia-wide.

I commenced my career at St.George Bank in 2001 where I became a Financial Adviser, Business Development Manager and Manager of the St.George Bank Financial Advice Contact Centre.

After spending 13 years at the bank, I ventured out to start my own business, Sound Financial Solutions. Since then, I have had the privilege of enjoying a highly fulfilling career, helping people make smarter financial decisions and plan for a more comfortable retirement.

Sound Financial Solutions is licensed by Intelligent Planning (Dirigere Advisory), a boutique, forward-thinking, privately-owned licensee providing us with an open Approved Products List, ensuring you have access to the highest quality investment options.

We’re now using the latest technology to offer you more efficient and effective financial solutions, visually showing you your financial progress along the way.

We can help you with:

✅ Superannuation

Am I in the right super fund?
How much should I be saving into super for retirement?
What investments should I choose for my super?

✅ Transition to Retirement Planning

How do I reduce my work hours and supplement my income?
How do I boost my super and reduce my tax, but keep working full time?

✅ Retirement Income

How do I structure my retirement portfolio to last?
How do I optimise Centrelink Age Pension entitlements?

If you are a busy professional approaching retirement, then reach out today for a short appointment.

Your initial appointment is a no-obligation, get to know each other, where I explain the financial planning process, listen to your goals and provide you with insights on how I can improve your financial position and an estimate of the costs for advice.

If we’re both comfortable working together, we can arrange the next steps to create a bespoke financial plan for you.

📞 0488 335 500

📩 tristan@soundfinancialsolutions.com.au

Or LinkedIn message me at:

https://www.linkedin.com/in/tristangodfreyfinancialplanner/

Hear what our clients have to say at the link below:

🌐 www.soundfinancialsolutions.com.au/about

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Socially Responsible
Tax Strategies
Growing Assets

5.00 January 2021

I have now been with Tristan for more than 10 years, initially being introduced to him whilst with St George. I then followed him as he moved out on his own. Tristan has really helped me embrace an appropriate level of risk that has seen my assets grow beyond what I could have ever achieved on my own. Tristan's advice is proactive and always suited to my situation. He is available to answer questions and address any concerns I might have. And it's not all business. There is always time to have a chat about the latest wines we have enjoyed.

5.00 November 2020

Tristan has given me advice in managing my super and assisted with retirement questions when asked. Tristan explained things to me very clearly and made certain I understood the advice he was giving. Tristan has a wealth of knowledge that he continually shares. I have every confidence that the advice given is right for me. A great asset for me is that Tristan has made himself available when I needed advice which is a great asset.

5.00 October 2020

I feel Tristan has always had my best interest at heart to ensure that for my future retirement I will be well placed. Tristan has always been upfront and honest and has provided advice and assisted me for many many years with insurances and investments that suit me. Aside from the yearly review, Tristan is always in regular contact to keep himself up to date with any changes in circumstances. Tristan provides full care and attention when I need it.

5.00 October 2020

Tristan has been advising us financely for many years now and I trust his advice and judgment extremely highly. A very professional advisor with broad experience. We were first introduced to him when he worked for St George and we moved to him when he set up his own company and have never regretted it.

5.00 September 2020

I have been a client of Tristan’s for several years now. From the outset I felt confident that he understood my financial goals and plans for retirement. Tristan is always proactive with his advice and excellent knowledge of financial opportunities. Each year when we sit down to plan the year ahead his wisdom and suggestions are very important. The newsletter is a great way to keep clients up to date on market trends. Tristan and Donna always make me feel valued as a client.