Bountiful Wealth

02/09/2026

Sometimes the best referrals come from the most unexpected places 😄 One of our clients told us she found out about Rohit and Bountiful Wealth… at the nail salon!

Check out this video to hear how it all went down.

We truly do love hearing stories like this. It's proof that good relationships and honest conversations go a long way, even outside the office 💅

31/08/2026

Quick question: do you actually have a valid Will?

Research from the Australian Law Reform Commission suggests between 58% and 60% of eligible Australians (that's around 12 million people) haven't made one. It's one of those, "I'll get to it later," jobs that keeps sliding down the list.

But here's the thing. Without a valid Will, you don't get a say in who receives what. The law decides for you, and it doesn't know your family, your wishes, or any of your personal circumstances.

You don't need to be wealthy or have a lot of assets to need a Will. You need one to look after the people you care about.

If it's been on your to-do list for a while, take this as your nudge. Not sure where to start? Get in touch, 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.

31/08/2026

WINNERS!

On Saturday night, the Bountiful Wealth team were honoured to be awarded Most Outstanding Professional Services at the Moreton Bay Local Business Awards.

Our community and clients are the reason for this award, this one is special because it's nominated and voted by our community! Thank you to those that put our name forward, and our incredible team for being the reason so many do.

This is our second consecutive year taking out this award and the feeling only gets better.

30/08/2026

Moreton Bay financial adviser Michael Kerr is in the running to be named among Australia’s 50 most influential financial advisers in the 2026 Financial Standard Power50 🟡

The Bountiful Wealth Managing Director was previously named in the Power50 in 2024 and is hoping to make the national list again.

Voting closes September 3.
Find out how you can support Michael ↓

28/08/2026

Celebrating 4 years with Mark 🎉

Today marks four years since Mark joined Bountiful Wealth as a Senior Financial Adviser. In that time, Mark has built lasting relationships with clients across Brisbane's north, helping them navigate everything from everyday financial decisions to long-term planning.

Thank you Mark, for the dedication and care you bring to your clients and to the team. Here's to the next four years and beyond.

25/08/2026

So, what does a 'comfortable retirement' actually cost these days?

ASFA (the industry body that tracks this stuff) just updated their retirement standard, and for the first time in 3 years, the 'comfortable retirement' benchmark has gone up. It's now sitting at $630,000 for a single person and $730,000 for a couple (assuming you own your home).

Comfortable doesn't mean lavish. It takes into account having private health cover, a decent car, regular holidays, and not having to think twice about the little things. Just a good, secure lifestyle.

But the real question you should be asking yourself is, "Am I on track towards it?" And that's where a proper look at your super and investments comes in.

If you're not sure where you stand, that's a conversation worth having (with us!). Remember, 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.

18/08/2026

14/08/2026

Feel good Friday!

We love hearing feedback from clients. Especially when it's as lovely as this one!

And this is exactly why we do what we do. Helping people feel confident and set up for their future is what it's all about.

Want to see what all the fuss is about? Leave us a comment, drop into our DMs or get in touch via our website. We'd love to help!

12/08/2026

New financial year means a new chance to give your super a little love.

It's easy to set and forget your super. But a few small check-ins now can make a real difference down the track. Swipe through for 4 quick things worth looking at this month. They take less than 5 minutes each, and future-you will thank you for it.

Want a hand working through any of them? Our team's always up for a chat.