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Bounce Financial

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Australia
Sunshine Coast, QLD
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

01/09/2026

We love that we get to work with clients ALL over Australia.

30/08/2026

New on the Money Chats podcast: How to salary sacrifice into super.

There is more than 1 way.
For the full episode, check out Spotify

24/08/2026

A lot of new clients I talk to essentially have the same basic question “are we doing ok?”

They have usually done all the obvious things to set themselves up.

They have good jobs. They have bought a house. They have had a family.

Things are going well and life is feeling good.

But they can’t shake the feeling that they might be missing something.

That maybe they aren’t putting enough money aside for those school fees, or retirement. Or that maybe the mortgage is going to end up being a bigger issue than they thought. Or that maybe they aren’t investing enough for the future.

The benefit of financial advice is we can work through all of these things to answer the question.

We do this by loosely mapping out your financial life and working backwards to make sure we are taking all the right steps now.

Good financial planning isn’t about getting crazy rich or flexing possessions. Instead it’s about living a life that aligns with your values in every stage of life.

18/08/2026

When you move into your late 40s/early 50s, there is one of two things that will happen to your life insurance in your superannuation.

It will either get significantly more expensive… or … the benefits will reduce substantially.

Depending on your situation, either one of these may be a major issue for you.

This is such an important period in your life to update your financial plan. By ignoring these changes, you really run the risk of losing a lot of money or alternatively, not having sufficient cover.

If you’re in your late 40s/ early 50s and wondering what to do about your financial plan (including your life insurance), then please reach out.

We work with clients all over Australia and would love to hear from you.

Ben

17/08/2026

New podcast drop: The difference between an ETF and a Managed Fund.

For the full episode - check out Spotify.

13/08/2026

We’re incredibly proud to share that our Director, Cara Brett, has been shortlisted for the FS Power50 - Financial Standard’s annual list recognising the 50 most influential financial advisers in Australia. 🎉

For us, this recognition is a reflection of the impact Cara has made through her work with clients, her commitment to making financial advice more accessible and relatable, and the education she shares through our content and podcast.

At Bounce Financial, we believe good financial advice is about more than numbers. It’s about helping people understand their options, make confident decisions and create a financial plan that supports the life they actually want to live.

We’d love to see Cara make the final list and we need your help!

If you’ve found Cara’s advice, content or conversations helpful, we’d really appreciate you taking a minute to cast your vote.

👉 Vote here: https://www.financialstandard.com.au/fspower50

Thank you for supporting Cara and the Bounce Financial team. ❤️

12/08/2026

Short and Sweat

09/08/2026

One thing I am a big fan of is the concept of dollar cost averaging.

Dollar cost averaging is the concept of investing the same amount into your investment portfolio every period, regardless of how the investment is doing.

This means when the investment is hitting ‘all-time highs', I’m putting in my same monthly contribution as when the investment is down.

Why do I do this?

Because trying to time the market is hard.

Trying to decide if the market is ‘good value’ or 'not good value’ is nearly impossible even for the experts.

The benefit of dollar cost averaging is it means you are likely to get the average return as it smooths out the ups and downs.

Cara

04/08/2026

The other day I did a financial analysis for a client which they admitted ‘shocked them’.

This client was looking at two different strategies.

One was turning their existing home into an investment property and buying a new home to live in.

The other was selling their home, buying a new property to live and also buying an investment property.

I mapped out both strategies including the sales costs, stamp duty costs and tax payable.

The difference between the two was shocking.

In this person’s case, the second option of selling their house and buying a new one meant they were $30k a year better off. Over the next 10 years, this could be greater than $300k in savings.

Their response, ‘Ben, we never would have known how different these strategies were without going through this’.

Sometimes you need to do the numbers to truly understand if you’re making the right call.

Ben

03/08/2026

New on the podcast: Tips for your offset account and home loan redraw.

For the full episode, head on over to 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

http://www.bouncefinancial.com.au/

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