9 Reviews

Tristan Godfrey

Sound Financial Solutions

Silver

21 Yrs Experience

Glossodia, NSW 2756

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M: 0488 335 500

E: tristan-godfrey@hotmail.com

How can I help you?

1. Financial Strategy Advice

2. Wealth Management Advice

3. Superannuation Advice

4. Retirement Planning Advice

5. Tax-Smart Investment Advice

6. Estate Planning - Wealth Transfer strategies

7. Family Protection through Personal Risk Insurance Advice

If you are a busy professional, business owner or contemplating retirement then reach out today for a 15 minute chat.

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

Firstly, a good financial adviser will deliver you far more value than the fee you actually pay!

The typical amount of time it takes to collect your information, understand your goals, research strategies and products, prepare your statement of advice and finally implement your strategy and product recommendations is around 20 hours.

The minimum cost for this service is $6,600 which, if suitable, can be paid from your recommended products.

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.