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.
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
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
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
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!
What does financial success look like to you?
Learn about our 5 steps before getting financial advice
Thanks very much Cara for your amazing customer service! I will be recommending you to all my friends and family! Made the whole experience easy and stress free! Thanks very much!Kate – 32
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 guysChris – 30
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
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.
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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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