
How to budget without giving up your lifestyle
When it comes to devising a financial plan, each person’s circumstances are different. Because we all have different goals, we all have different strategies on how we should […]
Read moreWe get it, because we’re just like you.
You’re smart. You’ve built a career you are proud of, you earn good money and now you’re wondering, what’s next?
Maybe you’ve started your financial journey, you may have even bought your first house, but you want so much more from life.
Maybe you want to renovate or buy a holiday home? Start investing to retire early? Pay less tax or start a business? Maybe you just want to take multiple epic international holidays each year?
Whatever your goals, at Bounce Financial our mission is to help you feel excited and empowered about your financial future. We take your big audacious goals and distil them down into a simple, easy to follow financial plan. We’re personal and we’re proactive. We’ll be with you every step of the way, using our proven expertise to get you the future you want.
You’re different from everyone else, and that’s just how we’ll treat you.
Bounce Financial takes a two-step approach to preparing for your financial future.
In our initial meeting, we will get to know you. This means your goals, financial fears and plans for the future. We will investigate on your behalf with your super company, insurance company or investments where you are at (financially speaking) so we can start planning for your future.
Once we are confident we understand what you want to achieve, we will put together your financial plan which will help you automate your finances, get your super sorted, make sure your insurance is up to scratch, and start investing to build wealth.
Once you’re comfortable with the financial plan, we put it all in place for you and help you to execute on it. Each quarter, we check in with you with a detailed report on how you are tracking and to discuss any changes we need to make.
Each year we do a full review of how you are tracking and adjust the plan to suit your changing life. As things change, we’ll be there to evolve right alongside you. Financial freedom awaits!
Still not sure if Bounce Financial is right for you? Click here to learn more about what we do:
Learn about our 5 steps before getting financial advice
Bounce Financial works with people like us.
Smart, young professionals who want to enjoy the best life has to offer, but still have personal and financial goals. We work with people who know that financial planning is not just for the over-60’s. People who know that getting their finances in order now can make a big difference to their future.
If you believe the hype, you would think that the only financial decision you ever need to make in life is saving a deposit for a home! We help couples who have bought their home (or are about to buy it) but are wondering what to do now to build real wealth.
By understanding your goals and lifestyle, we help formulate a financial plan which sets out how to automate your cashflow, get your super working for you, make sure you are protected with insurance and set you up with investments to build wealth.
Financial advice is not one-size-fits-all and the medical industry is no exception. With complex salary sacrificing arrangements, unique employee benefits, specialised insurance requirements and generally the stress that comes with working in the medical sector, you need a financial planner that understands your needs at all stages of your career.
The first meeting is on us!
An initial meeting won’t cost you a thing.
Talk to us, ask us questions, find out if you like us.
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Read moreTo get your future set up, talk to Bounce Financial. We’d love to find out if we’re a good fit. Call us or fill out the form and we’ll get back to you straight away.
An initial meeting with us won’t cost you a thing. Talk to us, ask us questions, find out if you like us.
Phone 07 3854 2348Lvl 1, 1024 Ann Street (Emporium Complex)
Fortitude Valley Q 4006