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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 […]

  • by Ben Brett
  • 10 Jul 2024
  • Ben Brett, Budgeting
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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 […]

  • by Ben Brett
  • 11 Jun 2024
  • Ben Brett
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The 7 biggest financial mistakes high income earners make

We work with a lot of high-income earners at Bounce Financial. Whilst a high income can really help you achieve your financial goals, there are some additional pitfalls […]

  • by Ben Brett
  • 8 May 2024
  • Ben Brett, General
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Why ownership matters when it comes to investing

I work with a lot of clients who have just started their investing journey. Usually they have put $5k or $10k into shares but haven’t been confident enough […]

  • by Ben Brett
  • 2 Apr 2024
  • Ben Brett, Investments
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What I would do in my early 20s to succeed with money

From time to time, I get an enquiry from a person in their early 20s. We commonly work with people in their mid 30s to mid 60s and […]

  • by Ben Brett
  • 11 Mar 2024
  • Ben Brett, Budgeting
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