Keeping your old house as an investment property
A common question that comes up for us at Bounce Financial when a client is upgrading their house is whether they should keep their existing house as an […]
Employee share schemes- what you need to know
A lot of our clients get work shares as part of their package. As part of reviewing your financial plan, we will usually make recommendations regarding these as […]
What to consider when choosing an investment platform
So you’ve decided to start an investment portfolio? Amazing! Now comes all the decisions before you’re even able to get your money into the market, including picking a […]
What to do when you come into money suddenly (inheritance, business or investing windfall)
In my role as a financial planner, I’ve come across a fair few people who have come into a large amount of money. The most common is a […]
Bounce Financial Case Study: Couple with age gap approaching retirement
When it comes to developing a financial plan, each one is unique. In this blog post, I wanted to outline a strategy we employed with one of our […]