Alan Lake

Soundbridge Financial Services

Gold
24 Yrs Experience
Rockhampton, QLD 4700
If you had control over your time and money, what would you choose to do? Have I got enough money to retire? What would retirement look like for me? Firstly, let's be clear, I believe “retirement" is the wrong word to use as it conjures up an idea that once you stop working you go home and do nothing. Over the years, many of the clients I have worked with don’t want to retire, instead they frame it as simply wanting to have more choices over how they spend their time. They want to choose to do more of the things that they enjoy doing and less of the things they have to do. Therefore if retirement is really just having more choice, there are a lot of people who don’t know how much money they would need to live their version of a life with choice, or even how to start planning for it. For me, I enjoy working. I enjoy meeting new people, learning about them and then helping them setup their own financial pathways that will give them choice over how they can spend their time. Who do I enjoy working with? Life is interesting and dynamic. I really enjoy hearing the stories about how businesses were started, the stories around the building of assets and the dynamics around family groups. I love hearing about people's lives and their careers, their hopes and aspirations, their challenges and achievements. I have clients that work in some really interesting fields and hearing their stories about overcoming challenges and the lessons learned are always inspiring. The clients I work best with are: Those who know they need a hand (and I’m also an accountant) to plan for their future; Those who are self-motivated. They will do what it takes in order to reach their goals; Those who have some degree of complexity in their financial lives (I love solving problems); Those who have an interesting story or two to share about a life well lived (one of the best parts of my job). What sort of help can I provide? Asset and wealth protection; Investment and superannuation planning; A five to ten year plan in the run up to that time in life when you choose what to do with your time (or as some people call it "retirement planning"); Aged Care - Perhaps that time has come for someone you love and you need help with the numbers. Estate Planning - the time to sort out your estate planning is before you need it, because the day you need it - it's too late. Want to know more? Give me a call: 0410 463 356

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Soundbridge Financial Services

Head Office, 166 Quay St
Rockhampton, QLD 4700

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Afta Pty Ltd

AFSL 507423

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"Alan took the time to understand us and our needs. He was also perceptive enough to discover issues we didn't know we had. He explained complex matters in terms we could easily understand and we were very confident he was always working to achieve the best outcome for us. We would happliy recommend Alan to anyone who needs someone they can trust."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1998

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2019

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Certified Practising Accountants Australia (CPA)

Membership type
CPA

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Alan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Alan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Alan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Alan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Alan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Alan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Alan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Alan Lake
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens