This blog post is the second in a series titled ‘Investing for retirement’. If you haven’t already, please check out ‘Investing for retirement- part one: understanding your investments’. […]Read more
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 you want to get ahead. But you don’t want to do so at the expense of your lifestyle. After all, isn’t that the whole point?
At Bounce Financial, we help you take your big audacious goals and distil them down into a simple, easy to follow financial plan whilst preserving your lifestyle.
Maybe you want to renovate or buy a holiday home? Start investing or retire early? Pay less tax or start a business? Maybe you just want to take multiple epic international holidays each year?
Whatever your goals, Bounce is here to help you. 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 were very impressed with the level of service we received from Bounce Financial. They were 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.Megan and Geoff
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
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
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.
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.
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
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Are you in your 30s, 40s or 50s and navigating life's big financial transitions? Money Chats explores all the options available to you to grow your wealth, health and happiness.
WHO WE WORK WITH
Bounce Financial works with smart, professional families who want to enjoy the best life has to offer, but still have personal and financial goals.
PROFESSIONAL FAMILIES WHO OWN THEIR HOME AND WANT TO BUILD THEIR DREAM LIFESTYLE
For people between the ages of 30 to 55, life gets complex quickly. Juggling having children, maternity leave, private school costs, home upgrades and investing for the future quickly makes for a complex financial plan.
Fortunately, we have a way of making the complex into the simple. By understanding your goals and lifestyle, we help formulate a financial plan which is uniquely suited to you.
PROFESSIONALS PREPARING FOR RETIREMENT
For people aged 55+, retirement quickly becomes your number one priority. Each year is a great opportunity to build on your nest egg and prepare for the next stage of your life, but where do you start?
At Bounce Financial, we help you navigate your final years of working to prepare for retirement. We help you navigate the complex tax, superannuation and other strategies which will help ensure you have a retirement to envy.
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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As someone who discovered the world of financial planning relatively early in life, I have managed to keep my debts to a minimum. As time goes on however, […]Read more
Everyone knows that saving money is good. Having savings means you can weather any unexpected expenses and be confident you are preparing for your future. But what happens […]Read more
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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 and can be done either in person or on Zoom. 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