Bounce Financial

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

As you approach retirement, it is a good idea to think about how much you are going to spend each year.For most people w...
22/07/2026

As you approach retirement, it is a good idea to think about how much you are going to spend each year.

For most people who have gone their entire lives never really having a set budget, this can be a bit daunting.

Suddenly you have a large pot of money and you need to make decisions about how much you pull from it each month and if this is too much or too little.

What also adds to this is retirement spending isn’t consistent.

Usually in the first few years of retirement, spending is a bit higher as you tick off some of those early retirement goals. These are usually travel, renovations, maybe even gifts to family.

But as you move through retirement, spending usually reduces before increasing again at the end for additional care costs.

Having a plan about your retirement and how much to spend will ensure you maximise how long your money lasts and ensures you don’t blow up your retirement in the first few years.

If you’re looking for someone to help you map out your financial plan, then please reach out. We work with clients all over Australia and would love to hear from you.

Ben

New podcast drop: Joining finances with a partner later in life.This is something we deal with ALL THE TIME with new cli...
20/07/2026

New podcast drop: Joining finances with a partner later in life.

This is something we deal with ALL THE TIME with new clients, so we thought we would chat about how you can go about this.

For the full episode, head on over to Spotify.

Money isn't just about buying stuff, it's about buying choices.Money can buy you:• The freedom to leave a job you hate.•...
14/07/2026

Money isn't just about buying stuff, it's about buying choices.

Money can buy you:
• The freedom to leave a job you hate.
• The choice to work fewer hours.
• More time with your family.
• Experiences you'll remember for the rest of your life.
• The ability to help the people you love.
• A little less stress when life throws you a curveball.

And yes, money can also buy you fun, cool things. But accumulating stuff is not the goal.

I really do think that you can have the best of both worlds, you just need to plan for it and align the way you spend with your personal values.

Cara

We love it when clients return to us!
07/07/2026

We love it when clients return to us!

New on the Money Chats Podcast - The 3 things that people don't consider in their financial plans.For the full episode, ...
06/07/2026

New on the Money Chats Podcast - The 3 things that people don't consider in their financial plans.

For the full episode, head on over to Spotify

12 years ago today, Bounce Financial opened its doors.Those doors were at home. And honestly? That's where this whole th...
30/06/2026

12 years ago today, Bounce Financial opened its doors.

Those doors were at home. And honestly? That's where this whole thing started, just a real belief that financial advice should help people actually live their lives, not just prepare for some distant "one day."

A lot has changed since then. We've moved offices more than once. We landed on the Sunshine Coast (pinch me). We now work with people all over Australia. We've had incredible staff, old and new, who've poured themselves into what we do. And we've had clients who trusted us enough to send their friends and family our way, which is the biggest compliment in this industry.

But what hasn't changed is the thing that started it all: Money is a tool, to live the life you want.

My job is to help you figure out what that looks like and then build the money around it. I knew that 12 years ago and I still believe it more than ever.

So to every client, referral partner, staff member and supporter: Thank you. Genuinely.

We're celebrating with cake in the office today. 🎂

And we're just getting started.

Cara & Ben

End of Financial Year - how are we here already!?The lead up to the EOFY this year has been very quick and full of crazy...
28/06/2026

End of Financial Year - how are we here already!?

The lead up to the EOFY this year has been very quick and full of crazy tax changes from the federal budget as well as the usual tax reduction moves.

Most of the work has already been done by now for all of our clients, so this week we tie up loose ends and start planning for the new financial year ahead.

How much you earn and how wealthy you are, are entirely different things.You can be a big earner who is not very wealthy...
23/06/2026

How much you earn and how wealthy you are, are entirely different things.

You can be a big earner who is not very wealthy.

You can be wealthy and not earn a lot of money.

Whilst earning more makes becoming wealthy easier, it doesn’t automatically make you wealthy.

If you’re looking to start investing to build wealth but don’t know where to start, then please reach out. We have clients all over Australia and would love to hear from you.

Ben

Episode 100! Holy moly, that's a lot of Money Chats episodes. This week on the podcast, we talk about the importance of ...
22/06/2026

Episode 100! Holy moly, that's a lot of Money Chats episodes. This week on the podcast, we talk about the importance of the actual plan when it comes to financial planning.

For the full episode, head on over to Spotify.

Exceeding expectations is what we always want to do.
16/06/2026

Exceeding expectations is what we always want to do.

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

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