Lorelle Price profile photo

Lorelle Price

Sound Strategies

Gold
15 Yrs Experience
Bendigo, VIC 3550

My passion is building relationships with clients, getting to know what is important to them and understand the why. No one client is alike, allowing me to have in-depth conversations to gain an understanding of what their goals are and help support them in achieving them. As a financial planner it is a privilege to be in a position where I get to help clients and their families, regardless of what stage of life they are at. I love that I get to hear about their families, their passions and their retirement dreams. Being in the industry for over 20 years I have seen the financial planning profession experience significant changes, however the one constant over the journey has always been the client relationships, the sense of being part of the journey with them and their families, and supporting them not just with financial matters.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sound Strategies

21 Killians Walk
Bendigo, VIC 3550

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892