Soundbridge Financial Services in Rockhampton, Queensland | Consultation agency

Soundbridge Financial Services

Locality: Rockhampton, Queensland

Phone: +61 1300 087 008

Address: 166 Quay St. - 7 Breslin St. - 159 Shakespeare St. - 143 Mills Ave. 4700 Rockhampton, QLD, Australia

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

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• Consultation agency
• Investing service
• Financial planner

25.01.2022 With a bit of planning and some good advice

25.01.2022 We wish all our Clients a happy and peaceful Remembrance Day!

25.01.2022 Getting the right advice makes it easy to take the first step towards financial freedom.

24.01.2022 Happy Birthday Bonny! With the team coming together for professional development at our Rockhampton office, we took the opportunity to celebrate Bonny's belated birthday! Many happy returns!

24.01.2022 Today is World Financial Planning Day, a world-wide initiative to make people aware that Financial Planning isn’t just for the wealthy; no matter your level of wealth or phase of life, you can benefit from having a financial plan and working with a certified Financial Planner professional. Check out the latest, thought-provoking research findings from the Financial Planning Association of Australia. #FPWeek2020 #WFPD2020

23.01.2022 Financial wellbeing is often overlooked as one of the pillars of good health, but it’s every bit as important to your well-being as your physical, mental, and emotional states. When you take the time to focus on your financial health, you may see a range of positive flow-on effects such as peace of mind, reduced stress, and enjoying your leisure time more. Financial Planning Week is the ideal time to review your finances and get a plan in place for your best financial future #FPWeek2020

23.01.2022 Got children? You need an estate plan. Here’s why: it’s not just about you anymore. If something happens to you (& your spouse) your children need you to have an emergency plan that can snap into action fast. Who will manage the $$, who will take care of them, who will make decisions for you? No confusion, no bickering. Just clear decisive action. the wealth you leave for your children needs to be protected for them. Not exposed to the risks of your spouse entering in...to a new relationship; not exposed to your child’s financial immaturity (how many disaster stories have you heard about 18 year old’s blowing through big inheritances?) the last and most boring (but oh so important) reason - Tax. There are BIIIG tax savings to be had if you do it right (e.g. use a Testamentary Trust). It sounds like a chore, but money makes the world go around and having more of it in your family’s pocket can only be a good thing. Bottom line: if you have children, then getting an estate plan needs to go on your life admin checklist and you need to get it sorted. See more

20.01.2022 Did you know that lack of adequate estate planning can cause undue financial burdens to loved ones because estate taxes can run higher than 40%? Why wait? Speak to a financial adviser and secure your legacy.

20.01.2022 Best wishes for the New Year, from the Team at Soundbridge!

19.01.2022 Just a reminder that our offices are closed for the festive season and will re-open on Monday 4th January 2021. We hope you're having a wonderful festive season!

19.01.2022 Happy Grandparents' Day from the team at Soundbridge!

19.01.2022 Identify and solve your financial hurdles.

17.01.2022 The Team at Soundbridge wishes all our Clients a wonderful Christmas!

17.01.2022 If retirement is on your radar, your lifestyle will change - and so will your insurance needs. As part of your retirement plans, it’s a good idea to make sure you’re holding the right insurance for the lifestyle you want. One way to get started is to talk to a financial planner about what you really need, and what you don’t.

16.01.2022 Why having a Financial Plan is more important than ever - words of wisdom from Jim Farrell, our Senior Financial Adviser: A good plan or strategy makes a huge difference as to how you’ll be able to adapt during tough times. Aside from putting you in the best position for financial success in this unpredictable world of COVID-19, it also ensures that you’re prepared for the next crisis or economic downturn, whenever that may be. While it doesn’t guarantee that you will not be affected in any way, a solid financial plan can help to reduce the impact on your finances. If you’re only starting to think about crafting a financial plan, don’t worry because it’s not too late."

14.01.2022 Happy Birthday, Penny Join us in wishing Penny a happy (slightly belated) birthday, as the Rockhampton team got together to enjoy some cake this morning! We hope you have a great year ahead!

13.01.2022 Discover from the Financial Planning Association of Australia what financial wellbeing is, and how you can improve yours: https://bit.ly/3kGrNEm

13.01.2022 Discover from the Financial Planning Association of Australia what financial wellbeing is and how you can improve yours: https://bit.ly/3kGrNEm

09.01.2022 Hold the vision. Trust the process. #FPWeek2020

09.01.2022 Happy Birthday, Kylie! Today the team got together at the Rockhampton office to celebrate Kylie's birthday with some much appreciated cake. Many happy returns, Kylie, and all the best for the year ahead!

07.01.2022 The right financial plan will inspire you, and motivate you.

07.01.2022 "I can’t stress enough the importance of preparing a well-constructed Estate Plan" - wise words from Andrew Morris, Business Advice Manager at Soundbridge. Read on to find out why your Estate Plan is so important. https://soundbridge.com.au/estate-planning-essentials-who-/

05.01.2022 Simple changes can make a big difference. Here are 4 financial resolutions to kick 2021 off to a great start!

02.01.2022 Estate planning ensures that when we die, our assets can be passed promptly and tax-effectively to the people we love or the charities we support. As life changes, your Will should be updated to reflect those changes. Many events can trigger a need to review your Will, such as: Marriage or entering a de-facto relationship, Divorce,... Changes in the family such as births and deaths. Adult children entering or leaving marriages or de-facto arrangements, Death of a person who plays a key part in the estate plan, such as the executor. Is it time to update your Will? See more