Bounce Financial

Bounce Financial Sunshine Coast based, Australia Wide financial planning firm specialising in helping Professional Families and Pre-Retirees. AFSL 529109. General Advice Only.

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 int

ernational holidays each year? Whatever your goals, at Bounce Financial our mission is to help you feel exited 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.

*The information provided on this page is general in nature and doesn't take into account your particular financial circumstances. You should seek financial advice before taking action. AFSL: 529109

How much you earn and how wealthy you are, are entirely different things.You can be a big earner who is not very wealthy...
23/06/2026

How much you earn and how wealthy you are, are entirely different things.

You can be a big earner who is not very wealthy.

You can be wealthy and not earn a lot of money.

Whilst earning more makes becoming wealthy easier, it doesn’t automatically make you wealthy.

If you’re looking to start investing to build wealth but don’t know where to start, then please reach out. We have clients all over Australia and would love to hear from you.

Ben

Episode 100! Holy moly, that's a lot of Money Chats episodes. This week on the podcast, we talk about the importance of ...
22/06/2026

Episode 100! Holy moly, that's a lot of Money Chats episodes. This week on the podcast, we talk about the importance of the actual plan when it comes to financial planning.

For the full episode, head on over to Spotify.

Exceeding expectations is what we always want to do.
16/06/2026

Exceeding expectations is what we always want to do.

As part of any financial plan, I’ll always ask about any potential inheritance.Whilst most of my clients don’t want to r...
14/06/2026

As part of any financial plan, I’ll always ask about any potential inheritance.

Whilst most of my clients don’t want to rely on the idea of an inheritance, having a flexible plan that means there is a structure in place if it happens is a sensible way of preparing for the possibility.

An inheritance represents a very emotional gift which has a lot of thoughts and feelings with it.

When you’re grieving, the last thing you want to do is to have to come up with a plan on what to do with the money.

At best, you’ll fail to appropriately apply it and miss out on opportunities. At worst you may make a huge mistake with the money as you aren’t yourself during this period.

Having a structure in place allows you to be a good steward of the money and allows you to honour and respect the lifetime of work the gift represents.

If you’re looking at your financial plan and would love to have an expert on your side, then please reach out. We work with clients all over Australia and would love to hear from you.

Ben

This week I've talked a lot about trade-offs, because they're a huge part of financial planning.Most people aren't short...
09/06/2026

This week I've talked a lot about trade-offs, because they're a huge part of financial planning.

Most people aren't short on goals, they're short on time, money, or both.

I often remind clients that you can have almost anything, just not everything at the same time.

For most people, financial planning isn't about deciding what they can never do, it's about deciding what happens first.

A common example is wanting to upgrade your home while also planning to start a family. Both are great goals. The challenge is that upgrading your home usually means taking on more debt, while maternity leave often means a temporary reduction in income.

Does that mean the home upgrade is off the cards? Not at all. It might just mean that right now isn't the best time.

Sometimes the best financial decisions aren't about saying no, it's about understanding the bigger picture and getting the timing right.

The people who make the most progress financially aren't always the ones who earn the most. They're often the ones who are clear on their priorities and willing to make strategic trade-offs along the way.

Cara

We work with clients all over Australia
02/06/2026

We work with clients all over Australia

I speak with a lot of people who are intending to live on the rent from their investment property in retirement.In a lot...
31/05/2026

I speak with a lot of people who are intending to live on the rent from their investment property in retirement.

In a lot of circumstances, they are planning to withdraw their superannuation to pay out the loan.

This is usually a bad plan for a couple of reasons.

The first relates to how much rent you’re getting.

If your after-expenses rent is $700 per week, that only equates to $36,400 per year (which is all taxable). If you’re spending more than that, it may not be enough.

If this isn’t enough, you’ll eventually have to sell the property and have no plan what to do with the money.

The plan? Usually to put it back in super (which can be challenging as there are limits).

If you’re approaching retirement with an investment property, it’s really important that you start putting together a plan as soon as possible.

Ben

New Podcast drop: This year's budget has caused quite the stir. Today we chat high level about the major considerations,...
25/05/2026

New Podcast drop: This year's budget has caused quite the stir. Today we chat high level about the major considerations, how we are thinking about it, and the things you actually can control.

For the full Episode, check out spotify.

Combining money with your significant other is a big step and there’s no “right” way to do it.Some couples start small, ...
20/05/2026

Combining money with your significant other is a big step and there’s no “right” way to do it.

Some couples start small, combining shared expenses like rent, groceries, and bills, then slowly integrating things over time. Others go all in from day one with fully combined finances.

Whatever works for you is completely fine.

But one thing we see all the time?
These conversations are best had BEFORE kids come into the picture.

If there’s no plan for how money will work during that season of life (income changes, parental leave, childcare, spending, savings), things can unravel pretty quickly.

Not because people are bad with money.
Usually because expectations were never properly discussed in the first place.

Cara

New on the podcast: Investing in shares. Are you just ticking a box, or are you actively trying to grow your wealth.For ...
11/05/2026

New on the podcast: Investing in shares. Are you just ticking a box, or are you actively trying to grow your wealth.

For the full episode, check it out on spotify

Address

2 Innovation Pkwy, Birtinya
Sunshine Coast, QLD
4575

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+61738542348

Website

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