Soundbridge Financial Services

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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 through 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.

📍 BIG NEWS, MACKAY! Our office has moved! Soundbridge Financial Services is excited to announce that our Mackay office h...
26/10/2026

📍 BIG NEWS, MACKAY! Our office has moved!

Soundbridge Financial Services is excited to announce that our Mackay office has a new location at 1/41 Gregory Street, Mackay!

While our address has changed, you can still expect the same friendly team, personalized service and commitment to helping you plan for a brighter financial future.

Whether you’re looking for guidance with retirement planning, superannuation, wealth creation or your financial goals, we’re here to help.

📍 New address: 1/41 Gregory Street, Mackay
📞 Phone: 4944 0422
📧 Email: [email protected]

We look forward to welcoming you to our new office!

💡 Debt isn’t always the problem, unmanaged debt is.Not all debt is bad but without a clear strategy, it can quickly beco...
23/09/2026

💡 Debt isn’t always the problem, unmanaged debt is.
Not all debt is bad but without a clear strategy, it can quickly become overwhelming.
A structured approach can help you:
✔ Understand what you owe
✔ Prioritise repayments effectively
✔ Reduce financial stress
✔ Create a clear path forward
Because the goal isn’t just to manage debt it’s to take back control.

🌿 Time for a financial spring cleanWhen was the last time you looked at where your money is going?It’s easy for spending...
18/09/2026

🌿 Time for a financial spring clean
When was the last time you looked at where your money is going?
It’s easy for spending to creep up without noticing, a quick review can help you:
✔ Identify unnecessary expenses
✔ Spot patterns in your spending
✔ Realign with your financial goals
✔ Take back control
Because it’s not about restricting yourself it’s about being intentional.

🎉 Happy Birthday, Paige! 🎂💐We hope you had a wonderful birthday last Saturday and enjoyed a lovely day celebrating! 🥳Fro...
18/09/2026

🎉 Happy Birthday, Paige! 🎂💐
We hope you had a wonderful birthday last Saturday and enjoyed a lovely day celebrating! 🥳
From everyone at Soundbridge Financial Services, we wish you a year ahead filled with happiness, laughter and plenty of special moments.
We hope you were thoroughly spoiled and had a fantastic day! 🎈✨

📊 A New Quarter Is a Great Time to Check InHow are your financial goals tracking?There’s still time to make positive cha...
17/09/2026

📊 A New Quarter Is a Great Time to Check In
How are your financial goals tracking?
There’s still time to make positive changes and set yourself up for the months ahead.
✔ Are you on track with your goals?
✔ Has anything changed in your circumstances?
✔ Is your current strategy still working for you?
✔ Are there any adjustments worth considering?
The year isn’t over yet — small changes now can still make a meaningful difference to your financial future.

Today we recognise the many roles that come with being a father.To dads, stepdads, grandfathers, mentors and father figu...
05/09/2026

Today we recognise the many roles that come with being a father.
To dads, stepdads, grandfathers, mentors and father figures — thank you for the guidance, support and leadership you provide to those around you.

Wishing everyone a safe and enjoyable Father’s Day from the Soundbridge Financial Services team. 💚

📈 Peace of mind is one of the greatest investments you can make for retirement.Retirement isn't just about having enough...
03/09/2026

📈 Peace of mind is one of the greatest investments you can make for retirement.

Retirement isn't just about having enough money.
It's about having the confidence to make decisions without constantly wondering:
❓ "Can I afford this holiday?"
❓ "Should I be spending less?"
❓ "Will my savings last?"

These questions are more common than you might think.
The good news is that a personalized financial plan can provide the clarity you need to make informed decisions and enjoy retirement with greater confidence.

At Soundbridge Financial Services, we believe retirement should be about:
✅ Living life on your terms.
✅ Feeling confident in your financial future.
✅ Making informed decisions.
✅ Enjoying the lifestyle you've worked so hard to achieve.

A plan isn't just about your finances it's about giving you the confidence to enjoy what comes next.

📰 Want to learn more? We've explored this topic in greater detail on our website, including why so many retirees experience FORO and how professional financial advice can help you retire with greater confidence.

👉 Visit our website to read the full blog: https://soundbridge.com.au/foro-fear-of-running-out/

📞 If you're preparing for retirement or would like to review your current strategy, our team is here to help.
Soundbridge Financial Services

Helping Australians build confidence for every stage of life.

💭 You've spent years saving for retirement... but do you have a plan for spending it?Building your superannuation is onl...
27/08/2026

💭 You've spent years saving for retirement... but do you have a plan for spending it?
Building your superannuation is only one part of the retirement journey.

The next challenge is knowing:
✔️ How much you can comfortably spend each year.
✔️ When to access your super.
✔️ How to make your retirement income last.
✔️ How to adapt your plan as life changes.

Many retirees worry about spending too much too soon, while others are so cautious they miss out on enjoying the retirement they've worked hard for.

That's where quality financial advice can make all the difference.
A personalized retirement strategy can help you strike the right balance between enjoying today and planning for tomorrow giving you greater confidence every step of the way.

🌿 Retirement isn't about simply preserving your wealth; it's about making your money work for the life you want to live.
📰 Want to learn more? We've explored this topic in greater detail on our website, including why so many retirees experience FORO and how professional financial advice can help you retire with greater confidence.

👉 Visit our website to read the full blog: https://soundbridge.com.au/foro-fear-of-running-out/

If you're nearing retirement or already retired, we'd love to help you build a strategy that gives you confidence for the years ahead.

📞 Contact the team at Soundbridge Financial Services to start the conversation.

Based on recent industry research highlighting the value of financial advice in helping Australians address the Fear of Running Out (FORO).

💙 Retirement shouldn't be filled with uncertainty. It should be filled with confidence.For many Australians, the biggest...
20/08/2026

💙 Retirement shouldn't be filled with uncertainty. It should be filled with confidence.

For many Australians, the biggest question isn't "Have I saved enough?" It's "Will my money last as long as I do?"

This concern is becoming increasingly common and is often referred to as FORO Fear of Running Out.

The good news? You don't have to navigate retirement alone.
A well-structured financial plan can help you:
📊 Understand your retirement income options.
🏡 Plan for the lifestyle you want.
💰 Make the most of your superannuation.
📈 Feel more confident about your financial future.

Retirement is more than reaching a number it's about having the freedom to enjoy life's next chapter knowing you have a plan in place.

📰 Want to learn more? We've explored this topic in greater detail on our website, including why so many retirees experience FORO and how professional financial advice can help you retire with greater confidence.

👉 Visit our website to read the full blog: https://soundbridge.com.au/foro-fear-of-running-out/

If you're approaching retirement or have recently retired, now is a great time to review your strategy.

📞 Contact the team at Soundbridge Financial Services to discuss how we can help you retire with confidence.

Inspired by recent industry research highlighting the important role financial advice plays in helping Australians overcome the Fear of Running Out (FORO).

💭 One of the biggest fears in retirement isn't market volatility... it's the fear of running out of money.This fear has ...
13/08/2026

💭 One of the biggest fears in retirement isn't market volatility... it's the fear of running out of money.

This fear has a name: FORO or Fear of Running Out.
Many Australians spend decades building their superannuation, but when it comes time to retire, the biggest challenge often isn't saving money—it's knowing how to confidently use it.

Recent industry research highlights that quality financial advice is one of the most effective ways to improve retirement confidence. Having a personalized retirement strategy can help you:
✔️ Understand how long your savings may last.
✔️ Create a reliable retirement income.
✔️ Make informed decisions with confidence.
✔️ Enjoy retirement without constantly worrying about your finances.

Retirement isn't just about accumulating wealth—it's about having the confidence to live the lifestyle you've worked so hard to achieve.

📰 Want to learn more? We've explored this topic in greater detail on our website, including why so many retirees experience FORO and how professional financial advice can help you retire with greater confidence.

👉 Visit our website to read the full blog: FORO - Fear of Running Out - Soundbridge Financial Services

If retirement is on the horizon, or you'd simply like to know whether you're on track, we're here to help.

📞 Contact the team at Soundbridge Financial Services to start the conversation today.

Source: Professional Planner – "Advice is the Number One Weapon Against Retirees' FORO" (July 2026).

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

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