LIVE FOR TODAY AND FOR TOMORROW.

We can give you the best of both worlds.

ABOUT US

We get it, because we’re just like you.

You’re smart. You want to know that your future is secure, that you’ll be protected from risk, and that you can build real wealth along the way. But you don’t want any of that to curtail the way you live your life today. That’s exactly how we think, and that’s exactly what we know how to do.

At Bounce Financial, we respect your lifestyle as well as your future financial goals. We make financial planning easy to understand, transparent and completely tailored to you. Our strategies and advice are delivered in plain English, and in a way that won’t affect your cash flow.

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.

We are really enjoying working with Cara and Jenny to start our financial management journey. Cara is very considerate, approachable and up front. We felt their service did not make us feel guilty for not currently having a plan in place and provided a positive platform for us to get our insurances, superannuation and cash flow plans in place. We are busy with a young family and Jenny was so patient waiting for us to complete paper work to progress the financial plan.

Jamie and Luke- 32 and 36

Cara has been exceptional to deal with. She is open, honest and direct in her communication and I have no doubt that what she is suggesting is the best solution for my financial growth. Cara is organised and goes above and beyond to ensure that her service is second to none. I would highly recommend Cara for anyone who is unsure about their financial management and wants to work with someone they feel they can trust. Trust is very important to me and I 100% trust that Cara works in my best interest at every step of the way. Cara, you have been a delight to work with and I can’t thank you enough for all that you’ve done. You’re a star!

Chiquita – 34

I found Bounce financial very beneficial in providing me with honest advice whilst guiding me in the right direction financially. The staff are very friendly and helpful and it was a pleasure to deal with them, definitely recommend booking in a session!

Edward – 25

OUR TEAM

CARA BRETT
Director/ Senior Financial Adviser

BEN BRETT
Director/ Senior Financial Adviser

JENNY PORTER
Office Manager

WHAT WE DO

You’re different from everyone else, and that’s just how we’ll treat you.
Bounce Financial takes a two-step approach to develop a plan for your financial future.

STEP ONE: Setting a strong foundation

First, we gain a thorough understanding of where you are now, and where you want to get to. We’ll listen to your goals and get a clear picture of your specific situation. We’ll then develop a tailored strategy across Cash Flow Management, Personal Insurances and Superannuation so that whatever happens, you’ll be protected, now and into the future.

STEP TWO: BUILDING YOUR MONEY

Now that we know you’re in the perfect position to build on your strong foundation, we can start on the growth phase. Bounce Financial will develop growth strategies that align to your goals and fit your risk profile. We’ll recommend the best way forward for you across Investments and Superannuation.

But it’s never set and forget with Bounce. As things change in your life, we’ll be there to evolve right alongside you. We’re in it for the long haul.

Learn more about our key service areas that support this process:

INSURANCESUPERANNUATIONINVESTMENTS

Cara has made it really easy to discuss and plan a better financial future for us. She made the completion of paperwork extremely easy with being available to assist and meet us at our workplace at a time that works for us. Her clear and consistent communication and timely responses to any questions, made the whole process of financial review, a pleasure rather than it being daunting!

Lizelle and Paul- 45 and 50

I found Bounce financial very beneficial in providing me with honest advice whilst guiding me in the right direction financially. The staff are very friendly and helpful and it was a pleasure to deal with them, definitely recommend booking in a session!

Edward – 25

We were very impressed with the level of service we received from Bounce Financial. Cara was very friendly and sought to understand exactly what our insurance needs were, and then provided recommendations that fit with our circumstances. She also took the time to explain each recommendation to us in a way that we understood and was very approachable about any questions and concerns we had. Thank you Bounce Financial for helping us with our insurance needs.

Megan and Geoff – 33

A very professional yet personable financial advisory team that was pleasant to deal with. Cara did all the leg-work for us and provided us with an easy-to-understand statement of advice that made dealing with insurances and superannuation less daunting- Many Thanks!

Damien and Renee – 32 and 31

My fiancée and I went to Bounce Financial with not much of an idea about finance, insurance or superannuation. Thanks to Cara’s expertise and willingness to explain everything in terms we understood, we left not only with everything in order, but with a much better understanding of our financial situation. Every step of the way they asked us what our goals were and what we wanted to achieve, and tailored everything accordingly. All in the all the whole experience was very easy and stress free. We have recommended them to our friends, and would not hesitate recommending them to anyone else.

Damien and Kate – 32 and 27

Thanks to the team at Bounce Financial for showing me that making sense of your finances doesn’t have to be complicated or confusing. You don’t need to be a millionaire to benefit from some good advice from people who know the industry inside out! Thanks guys

Chris – 30

WHO WE WORK WITH

Bounce Financial works with people like us.
Smart, professional city dwellers 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-50’s. People who are intelligent enough to know that getting their finances in order now can make a big difference to their future.

INDIVIDUALS, COUPLES, FAMILIES

Life is full of milestones. First job, better job, first home, getting married, first child – whatever life milestone you’re up to, Bounce can help. Our tailored advice is driven by your current circumstances, lifestyle and goals. Across insurance, superannuation and investments, we’ll consider every aspect to make sure you’re on track to creating the future you want.

BUSINESS OWNERS

Bounce Financial partners with small business owners to ensure they’re personally and financially protected from risk. We’ll work alongside your accountant to make things watertight. From tax and cashflow to superannuation and investments, Bounce will help you sleep easy while you’re busy building your empire.

Coffee is on us!

An initial meeting won’t cost you a thing.
Talk to us, ask us questions, find out if you like us.

Let’s chat

CONTACT

To 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 2348

Lvl 1, 1024 Ann Street (Emporium Complex)
Fortitude Valley Q 4006