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’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.

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

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

Most of my adult life has been spent in debt. That is a really daunting position and it’s a hard habit to crack. But now that I finally have myself out of debt I was worried it was too late to think about my future. Talking to Cara at Bounce Financial allowed me to start thinking of a better future but also a better now. So happy to have Bounce Financial in my corner helping me to get my financial independence underway!

Ammie- 35

OUR TEAM

CARA BRETT
Financial Adviser

BEN BRETT
Financial Adviser

HOLLY HELLINGA
Paraplanner

VANESSA SPANN
Client Services Officer

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 preparing for your financial future.

STEP ONE: Develop the financial plan

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.

STEP TWO: It's time to get started

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 MORE

I would not hesitate to recommend Cara and her team to friends, family, colleagues and anyone else. Cara was extremely attentive to our needs and understood our goals. There was no hard-sell or pushing of a particular product, her communication is outstanding and she goes that extra mile to make sure the little things are done and she gets the best outcome for you. She was open, honest and up front about her fees, her skills, scope of practice and any limitations to these. Looking forward to working with you and the team hopefully for a long time to come.

Adrian and Ash- 36 and 31

Most of my adult life has been spent in debt. That is a really daunting position and it’s a hard habit to crack. But now that I finally have myself out of debt I was worried it was too late to think about my future. Talking to Cara at Bounce Financial allowed me to start thinking of a better future but also a better now. So happy to have Bounce Financial in my corner helping me to get my financial independence underway!

Ammie- 35

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

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

Cara and the team really make looking after your finances appealing while demonstrating a lot of care for their clients needs and happiness along the way.

Alisha and Scott- 42 and 46

Cara and Ben offer authentic and genuine advice free from the usual mumbo-jumbo that you might expect when it comes to the financial advice industry. I had never sought financial advice before and not really even ever considered it, but the different approach of Bounce appealed to me. I felt as though the advice provided was well tailored to my needs and delivered at a level that I could understand. I feel like I am now well positioned financially for the medium and long term having made some simple changes to set me on the right direction. Cara and Ben took the leg work out of this, guiding me through the process and doing a lot of it on my behalf. Would definitely recommend to anyone who is a bit unsure or skeptical of the value of seeking professional advice.

Nick and Jess- 31 and 30

WHO WE WORK WITH

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.

YOUNG PROFESSIONALS WHO HAVE BOUGHT A HOUSE AND ARE WONDERING, WHAT'S NEXT?

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.

MEDICAL AND ALLIED HEALTH PROFESSIONALS

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.

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