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 exited 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.

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

Ben goes to great lengths to understand your financial goals whilst ensuring that your lifestyle and priorities are sustained. He is transparent and honest in his advice and encourages asking tricky questions.

Jason and Anna – 32 and 31

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 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

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

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

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 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

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, gets your super working for you, makes sure you are protected with insurance and sets 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