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Bountiful Wealth

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Bountiful Wealth

At Bountiful Wealth we help you make the most of your finances no matter what stage of life you are

15/07/2026

Quick question: do you know what happens to your super when you die?

Most people don't, and it's an easy thing to overlook. In this video, Senior Financial Planner Rohit walks through:

❇️ Who can receive your super death benefit
❇️ Binding vs non-binding nominations, and why it matters
❇️ What happens if you haven't made a nomination
❇️ The tax implications

Here's the thing: setting up your nomination takes minutes, but forgetting about it can create real headaches for the people you leave behind.

When's the last time you reviewed yours? Want to chat about your situation? Reach out, our team's ready to help.

12/07/2026

Can you believe that just 12% of Australians make extra super contributions to reduce their tax?

With the new financial year now underway, it's a great time to think about whether a strategy like this could work for you this year, rather than waiting until next June to consider it.

Topping up your super (within the contribution caps) is one of the simplest ways to reduce your taxable income while building your retirement savings at the same time. The earlier in the financial year you start, the more time those contributions have to work for you.

Of course, what's right for you depends on your income, goals, and timeline, which is exactly the kind of thing worth chatting to us about. Starting the new financial year with a plan beats scrambling next June.

If you're keen to know more, let's talk. We're here to help.

*The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

10/07/2026

Happy 4 year work-a-versary Claire! It has been 4 fabulous years of Claire Poole being an absolute legend in our Client Service team!

If you've ever called our office, sent a frantic 'quick question' email, or needed something sorted before a deadline, chances are Claire's had a hand in making it happen. She's the calm, cheerful and organised face behind the scenes that keeps everything (and everyone) on track.

4 years of brilliant client service, endless patience, and making Bountiful Wealth feel like a genuinely lovely place for the team, and for our clients.

Here's to many more, Claire. Thank you for everything you do!

07/07/2026

We're Queensland through and through, but we do love a good contest. 🔴 vs 🔵

State of Origin is the one time of year where friendly rivalry is basically compulsory. Whether you're firmly in the Maroon corner or… well, we won't judge (much 😄).

It got us thinking... in financial planning, a bit of healthy competition isn't a bad thing either. Competing with your past self, pushing to grow your savings, building resilience. That's the kind of contest we're here to help you win.

Whoever you're cheering for tonight, we hope it's a great game (go QLD 🔴!)

Drop a 🔴 for QLD or 🔵 for NSW in the comments let's see where our community stands! 👇

02/07/2026

If you're new to the world of financial planning, hi! We're Bountiful Wealth! It's nice to meet you! The new financial year is a great time see a financial planner, but maybe you're not sure what to expect?

Rohit is one of our Senior Financial Planners and in this short video, he explains exactly how it works, from the very first meeting.

We're not just here for a one-off chat. We're here for the long haul, meeting with you each year, adjusting as life changes, and making sure you're always moving in the right direction.

If you've been on the fence about financial advice, hit play and then send us a message. We'd love to have a chat ☕

01/07/2026

A new financial year is a bit like a reset button, and the smartest thing you can do right now is use it exact as that.

Here's what we're talking to clients about right now:

✅ Review your super contributions. Are you making the most of the caps before they reset again?

✅ Check your tax position. With Stage 3 tax cuts now locked in, your take-home pay may have shifted. Is your budget keeping up?

✅ Revisit your goals. Did you hit where you wanted to be by 30 June? No stress if not. The important thing is knowing where you're headed next.

Small, intentional decisions made now can compound into something significant down the track. That's the whole point of having a plan.

If you've been thinking about getting your finances in better shape, there's no better time than the start of a new financial year. We'd love to help.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

22/06/2026

EOFY is just around the corner. Here's a quick cheat sheet to keep handy. 📋

We know tax time can feel overwhelming, so we've pulled together some of the key numbers and reminders for the 2024–25 financial year.

❇️ Super concessional contributions cap: $30,000
❇️ Non-concessional contributions cap: $120,000
❇️ Super guarantee rate (employer): 11.5%
❇️ Low income tax offset: up to $700
❇️ Work-related expenses: make sure you have receipts and records

A few things worth thinking about before 30 June:
✅ Have you made any voluntary super contributions this year?
✅ Are there any deductible expenses you can prepay before the deadline?
✅ Is your income protection insurance up to date?

These are general figures. Your individual circumstances will determine what's actually relevant for you. We always recommend speaking with a financial adviser (that's us!) or tax professional before making any decisions.

Save this post to refer back to, and feel free to share with someone who might find it handy! 👇

*The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

17/06/2026

Not knowing what to ask a financial advisor is more common than you think. And honestly? It's the perfect place to start.

In this video, we share the story of a client who came in feeling unsure, and left feeling clear, confident, and excited about her future. That shift doesn't happen by accident. It happens when you take the time to explore what you actually want out of life.

There's no one-size-fits-all answer to financial planning, and that's exactly why we love what we do.

If you've been putting off that first conversation, this might be your sign. Get in touch with the Bountiful Wealth team. We'd love to help you find your direction too.

15/06/2026

⏰ 30 June is just around the corner, have you checked in on your super lately?

We know EOFY can feel a little overwhelming, but your superannuation is one area that's really worth a few minutes of your time right now.

Swipe through our latest carousel for a quick, easy rundown of what to look at before the financial year ends. No jargon, we promise 😊

Those quick wins we mentioned? Now is the time to check over your beneficiary nominations, investment options and see if you have any lost super.

If anything in these sparks a question, we're always happy to have a conversation.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

12/06/2026

Last year, Bountiful Wealth was proud to be announced as the WINNER of Local Business Awards for Moreton Bay - Professional Services Category.

This year, we're hoping to go BACK TO BACK and we'd love your support.

If we've helped you build confidence with your finances, plan for retirement, navigate life's big financial decisions, or simply made financial advice feel a little less overwhelming, we'd be incredibly grateful for your vote.

Every vote helps recognise the work our team does to help people create a more secure and rewarding future.

💙 Vote for Bountiful Wealth here: https://thebusinessawards.com.au/84046/bountiful-wealth

Thank you for being part of our journey. Your support means the world to us.

Address

12c 2-4 Flinders Parade
North Lakes, QLD
4509

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+61738323300

Website

https://www.bountifulwealth.com.au/

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