Soundbridge Financial Services

Soundbridge Financial Services Trusted Financial Planners since 1978. Bridging dreams to reality with a Wealth of Knowledge. We bridge dreams to reality with a wealth of knowledge.

At Soundbridge, we understand that each person is an individual and their finances, dreams, goals, aspirations or even retirement plans are not the same. By listening and discovering we learn about you and your situation to design a sound financial strategy tailored specifically for you. We deliver valuable advice by combining what you’ve told us with our knowledge and experience. We’re with you t

hrough every stage of your life and we’ll work with you for the long haul. Jim Farrell, Barry Lucas, Juan Van Deventer, Tayla Hermon & Tyler Szepanowski along with our Client Services and Paraplanning team are an experienced and knowledgeable group of professionals who are passionate about helping people create the lifestyle they desire. General Advice Warning
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

💡 EOFY isn’t just about tax, it’s about strategy.The right moves before June 30 can help you:✔ Maximise opportunities✔ I...
01/06/2026

💡 EOFY isn’t just about tax, it’s about strategy.
The right moves before June 30 can help you:
✔ Maximise opportunities
✔ Improve your financial position
✔ Set yourself up for the new financial year
It’s not about doing more it’s about doing the right things at the right time.

💡 Financial confidence isn’t about knowing everything, it’s about having the right plan in place.Too often, people feel ...
20/05/2026

💡 Financial confidence isn’t about knowing everything, it’s about having the right plan in place.

Too often, people feel unsure about their finances because they don’t have clarity.
✔ Where am I at?
✔ Am I making the right decisions?
✔ What should I be doing next?
Confidence comes from understanding your position and having a strategy to move forward.

You don’t need to have all the answers. That’s what we’re here for.

📅 Let’s build your financial confidence together.

🚩 Financial red flags you shouldn’t ignoreSometimes it’s not what you’re doing, it’s what you’re not doing that holds yo...
13/05/2026

🚩 Financial red flags you shouldn’t ignore
Sometimes it’s not what you’re doing, it’s what you’re not doing that holds you back

Here are a few signs it might be time to review your finances:
• You haven’t reviewed your super in years
• You’re unsure what you’re actually invested in
• You don’t have a clear financial plan
• You’re “hoping things work out” instead of planning
If any of these sound familiar, you’re not alone.
The good news? These are all fixable with the right guidance.

📅 Let’s get you back in control.

🌸 Today we celebrate the incredible women who give so much of themselves their time, their energy, their love, and their...
10/05/2026

🌸 Today we celebrate the incredible women who give so much of themselves their time, their energy, their love, and their unwavering support.

Whether you’re a mum, a mother figure, or someone who plays an important nurturing role in others’ lives, today is about recognizing everything you do.

The care, the guidance, and the quiet support you provide makes a lasting difference every single day.
Wishing you a beautiful and well-deserved day 💛

⏰ EOFY is almost here… are you prepared?Here are 5 smart things to do before June 30:✔ Review your super contributions✔ ...
06/05/2026

⏰ EOFY is almost here… are you prepared?

Here are 5 smart things to do before June 30:
✔ Review your super contributions
✔ Check your investment strategy
✔ Consider tax-effective opportunities
✔ Review your insurance & protection
✔ Book a financial review

Small actions now can make a big difference to your financial position.
Don’t leave it until the last minute.

📅 Book your EOFY planning session today.

Closed for Labour Day We’ll be taking a short break for the public holiday on Monday 4th May 2026.We’ll be back and read...
30/04/2026

Closed for Labour Day

We’ll be taking a short break for the public holiday on Monday 4th May 2026.

We’ll be back and ready to see you from Tuesday 8:30am – 5pm.

Thank you for your understanding, and we hope you enjoy the long weekend ✨

✨ Now Hiring: Receptionist ✨Join the team at Soundbridge Financial Services!This role is perfect for someone who loves w...
13/04/2026

✨ Now Hiring: Receptionist ✨
Join the team at Soundbridge Financial Services!
This role is perfect for someone who loves working with people, thrives in a professional environment, and takes pride in creating a great first impression.
📩 Get in touch to apply

Exceptional client service role with competitive salary, flexible work, and career growth opportunities.

🐣 Easter Office Closure 🐣 Please note our office will be closed for the Easter period on Good Friday & Easter Monday. We...
01/04/2026

🐣 Easter Office Closure 🐣 Please note our office will be closed for the Easter period on Good Friday & Easter Monday.
We will reopen on Tuesday from 8:30am to 5:00pm.
Wishing you and your family a safe and happy Easter from all of us at Soundbridge Financial Services.

🐣 Easter Reminder: It’s Not Just Chocolate That Adds Up.While you’re enjoying the long weekend, it’s a great time to ref...
31/03/2026

🐣 Easter Reminder: It’s Not Just Chocolate That Adds Up.

While you’re enjoying the long weekend, it’s a great time to reflect on something just as important as family and relaxation, your financial future.

Small financial decisions, just like those little Easter treats, can add up over time. The difference is smart choices today can create something much more valuable tomorrow.

✨ Are you making the most of your opportunities?
✨ Is your plan working for you or just sitting there?
The clients who feel most confident aren’t the ones rushing last minute, they’re the ones who start early and stay consistent.

🐰 This Easter, give yourself peace of mind, not just a sugar rush.
💼 Come see our Financial Advisers for a FREE initial appointment, no obligation consultation.
📅 Book your appointment today and take the first step toward a stronger financial future.

Proud to support the Maroochy Surf classic and the Surf Lifesaving movement such an important and inspiring volunteer  o...
22/01/2026

Proud to support the Maroochy Surf classic and the Surf Lifesaving movement such an important and inspiring volunteer organisation. Protecting our beaches and so much more.

Good luck to all iron athletes competing this weekend! 💪🔥
🔔 Reminder:
👉 Open & U17 heats – Friday
👉 U15 heats – first up Saturday morning
Huge thanks to Murphy Homes , Soundbridge Financial Services, Walker Corporation & Sunkissed Summer for supporting our iron events 🙌

Address

166 Quay Street
Rockhampton, QLD
4700

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

+61749222624

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