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

Soundbridge Financial Services

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Rockhampton, QLD
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.

15/07/2026

💡 New financial year = time for a budget reset
If your spending has slowly crept up, you’re not alone.
A simple reset can help you:
✔ Take back control of your money
✔ Understand where it’s actually going
✔ Align your spending with your goals
✔ Reduce financial stress
It’s not about cutting everything it’s about being intentional with your money.
Small changes now can make a big difference over the year ahead.

08/07/2026

📊 When was the last time you reviewed your finances?
Life changes. Markets change. Your financial position should be reviewed regularly too.
A simple review can help you:
✔ Understand where you’re at
✔ Identify new opportunities
✔ Adjust your strategy if needed
✔ Stay on track toward your goals
Because the best financial plans aren’t set once they’re reviewed and refined over time.
📅 Book your financial review today.

01/07/2026

✨ New Financial Year. Fresh Start.
EOFY is done, now it’s time to reset and refocus.
The new financial year is your opportunity to:
✔ Review where you’re at
✔ Reset your financial strategy
✔ Set clear goals moving forward
✔ Start with intention (not guesswork)
Because the best results don’t come from reacting, they come from having a plan.
📅 Let’s map out your strategy for the year ahead.

26/06/2026

🎓 Congratulations Tayla! 🎉

A huge congratulations to Tayla Hermon on completing your Master of Financial Planning, an incredible achievement!
Your dedication, hard work, and commitment to professional excellence truly reflect the values we hold at Soundbridge. This milestone is a testament to your passion for helping clients achieve their financial goals and your ongoing pursuit of growth within the industry.

We’re so proud to have you as part of the team and can’t wait to see what you accomplish next!

👏 Please join us in celebrating Tayla on this outstanding achievement!

16/06/2026

🎠 Mackay Show Holiday – Thursday 18 June 2026

Please note our office will be closed for the Mackay Show Holiday.

We will reopen and resume normal business hours the following business day.

09/06/2026

🎠 Rockhampton Show Holiday – Thursday 11 June 2026

Please note our office will be closed for the Rockhampton Show Holiday and Friday 12th June is our usual RDO.

We are closed for a long weekend.

We will reopen and resume normal business hours on Monday.

05/06/2026

💡 Smart tax tips before June 30
EOFY is your opportunity to make strategic financial decisions not just lodge and forget.
Here are a few things to consider:
✔ Review your super contributions
✔ Bring forward deductible expenses (if appropriate)
✔ Check investment gains & losses
✔ Ensure your records are up to date
✔ Speak with a professional before making decisions
It’s not about doing everything it’s about doing what’s right for your situation.
📅 A quick conversation now could make a big difference.

04/06/2026

🎉 Happy Birthday Amanda! 🎉
While your birthday is today, we had the pleasure of celebrating with you yesterday!
We hope your day is filled with happiness, laughter, and all the things that make birthdays special. Thank you for being such a valued member of the Soundbridge team and for everything you do.
Wishing you a wonderful birthday and a fantastic year ahead. 🎂🥳
From the Team at Soundbridge Financial Services

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.

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.

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

Website

http://www.soundbridge.com.au/

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