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.
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
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
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
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
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
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
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
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