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

We work with clients all over Australia
02/06/2026

We work with clients all over Australia

I speak with a lot of people who are intending to live on the rent from their investment property in retirement.In a lot...
31/05/2026

I speak with a lot of people who are intending to live on the rent from their investment property in retirement.

In a lot of circumstances, they are planning to withdraw their superannuation to pay out the loan.

This is usually a bad plan for a couple of reasons.

The first relates to how much rent you’re getting.

If your after-expenses rent is $700 per week, that only equates to $36,400 per year (which is all taxable). If you’re spending more than that, it may not be enough.

If this isn’t enough, you’ll eventually have to sell the property and have no plan what to do with the money.

The plan? Usually to put it back in super (which can be challenging as there are limits).

If you’re approaching retirement with an investment property, it’s really important that you start putting together a plan as soon as possible.

Ben

New Podcast drop: This year's budget has caused quite the stir. Today we chat high level about the major considerations,...
25/05/2026

New Podcast drop: This year's budget has caused quite the stir. Today we chat high level about the major considerations, how we are thinking about it, and the things you actually can control.

For the full Episode, check out spotify.

Combining money with your significant other is a big step and there’s no “right” way to do it.Some couples start small, ...
20/05/2026

Combining money with your significant other is a big step and there’s no “right” way to do it.

Some couples start small, combining shared expenses like rent, groceries, and bills, then slowly integrating things over time. Others go all in from day one with fully combined finances.

Whatever works for you is completely fine.

But one thing we see all the time?
These conversations are best had BEFORE kids come into the picture.

If there’s no plan for how money will work during that season of life (income changes, parental leave, childcare, spending, savings), things can unravel pretty quickly.

Not because people are bad with money.
Usually because expectations were never properly discussed in the first place.

Cara

New on the podcast: Investing in shares. Are you just ticking a box, or are you actively trying to grow your wealth.For ...
11/05/2026

New on the podcast: Investing in shares. Are you just ticking a box, or are you actively trying to grow your wealth.

For the full episode, check it out on spotify

EOFY isn’t something you prepare for in the final few days.We start working with our clients around two months out, beca...
06/05/2026

EOFY isn’t something you prepare for in the final few days.

We start working with our clients around two months out, because the best outcomes come from planning early, not scrambling late.

It's a great time to review your overall position and consider options like superannuation contributions to reduce your tax and look after future you.

If you are considering your financial position and want to prepare for EOFY, then now is the perfect time to do so.

Love!
04/05/2026

Love!

Sometimes in financial plans, we go with the option that makes the LEAST financial sense.The other day I presented a fin...
28/04/2026

Sometimes in financial plans, we go with the option that makes the LEAST financial sense.

The other day I presented a financial advice to a client.

They had 2 investment properties and the numbers told us that selling one of them, instead of the other, would result in more tax savings.

Whilst the numbers told us this, they had an emotional attachment to the property I was proposing they sell and really didn’t want to let it go.

So what did we do?

Well we ran the numbers on what it would look like to keep the property and discussed that it was within their budget to keep it.

We discussed the trade-offs and came up with a plan.

If they decide to keep the property, then this is a great outcome. We simply adjust the plan and move forward.

The whole point of money is to buy the lifestyle you want. Whilst sometimes it might not make as much sense financially, if it’s what makes you happy, then that’s a good plan in my eyes.

Ben

New on the podcast: Tax in super - How the wealth invest.Check out the full episode on Spotify now.
27/04/2026

New on the podcast: Tax in super - How the wealth invest.

Check out the full episode on Spotify now.

Easy with no Jargon!
22/04/2026

Easy with no Jargon!

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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