Making Money Make Sense To You
Your Financial Advice and Wealth Management team. Proudly based in Newcastle, helping people across Australia.
Why we do what we do
We’ve heard, “Do I have enough?” more times than we can count. And it doesn’t matter how many zeroes are in someone’s net wealth—without a plan, guidance, and knowledge, uncertainty can create unnecessary worries.
That’s why we’re here.
Through thoughtful, personalised advice, we help reduce the stress of managing money and provide the clarity and confidence our clients need to achieve their goals—and enjoy life along the way.
Built on numbers, driven by relationships, focused on outcomes
We take pride in our technical excellence, staying across legislative changes and the finer details that can make a big difference—helping our clients to save tax and put them in a better position now and in the future.
With our methodical, sensible approach we're all about creating lasting outcomes — by focusing on the optimal structures, selecting investments that match your 'sleep at night' factor, and future-proofing the wealth you've built or building.
It’s also about looking beyond just retirement income to see the bigger picture, the various options available and providing guidance all the way through your financial path to the next generation and your legacy beyond your years.
At our core we want meaningful relationships with our clients - we see this as the key to life.
Meet Our Team
Craig Orbell
Director
Tracy Orbell
Paraplanner and Practice Manager
What to expect from Sound Financial Advice
Mutual Respect
Our Golden Rule: Treat others as you want to be treated yourself.
Follow Through
Trust isn’t given—it’s earned. You can count on us to do what we say we’ll do.
Knowledge is power
We help you understand your choices so you can feel confident moving forward.