Tristan Godfrey

Sound Financial Solutions

Silver
19 Yrs Experience
Sydney, NSW 2000
M: 0488 335 500 E: tristan@soundfinancialsolutions.com.au W: https://www.soundfinancialsolutions.com.au What I do: Since 2003, I’ve have helped busy professionals and retirees make sound financial decisions to optimise their financial future and amplify their wealth. 1\. Financial Strategy Advice 2\. Wealth Management Advice 3\. Superannuation Advice 4\. Retirement Planning Advice 5\. Tax-effective Investment Advice 6\. Estate Planning - Wealth Transfer strategies 7\. Family Protection through Personal Risk Insurance Advice The type of clients I service: - Busy Professionals - Mid Life Professionals preparing for retirement - Inheritance recipients - High income earners needing tax effective strategies - Families requiring Estate Planning and Wealth Transfer Strategies - Busy Professionals needing to protect family through Personal Risk Insurance Why this matters and the benefits of my servicves: - Every single financial decision you make has a direct impact on your financial future - It makes a huge difference to the quality of your life - You have the support you need for the difficult financial decisions - You gain financial advantage through premium investment advice - You protect your family and your future - You will have a stress free retirement - You will learn how to save on tax If you are a busy professional or contemplating retirement and would like to find out more about my services then reach out today for a 15 minute chat. Our office is conveniently located at Level 6, 300 George St, Sydney, right opposite Wynyard Station. Need more? Hear what our clients have to say at www.soundfinancialsolutions.com.au/about

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

A good financial adviser will deliver you far more value than the fee you actually pay! The typical amount of time it takes to prepare your statement of advice is 20 hours and this costs on average $5,500. If you are young and starting out, or need help starting over again after divorce, we negotiate a percentage based fee which can be deducted from your recommended investments and/or superannuation over time.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sound Financial Solutions

Level 6, Watson House, Suite 603, 300 George Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Tristan for more than 13 years. Any time at all if I have any questions or problems Tristan is always there to help me in a quick, kind and efficient manner. Nothing is to much and I can always contact him without any problems. He watches what is going on in the world with shares and investments and I am happy to be a client. He always makes sure to contact me every year for my annual review."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan has provided a excellent service for many years. His up to date knowledge has been extremely valuable when making financial decisions. Very approachable and a excellent communicator on all aspects of financial products and service. I would strongly recommend Tristan to anyone seeking advice and guidance for financial services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Tristans for 10 years plus, and have always been very happy with the service and advice Tristan has provided and the performance of my investments. I would recommend Tristan to all of my friends and family."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Tristan for many years now, receiving advice on my superannuation, insurances both inside and outside of super, margin lending and shares. I have never felt confused or overwhelmed by Tristan, his explanations are clear and concise. Tristan contacts me regularly with updates on my investments performance and is available to answer any questions I may have."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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