We're not your typical
financial advisers.
We're a husband-and-wife team who believe great financial advice shouldn't feel stressful, preachy, or out of reach.
Built on the belief that you shouldn't have to choose.
The idea behind Bounce Financial is simple: you should be able to live a great life today and be financially secure tomorrow. That shouldn't be an either/or.
We started Bounce Financial because we kept meeting people who were earning well, working hard, and still feeling anxious about money. Not because they were doing anything wrong, but because nobody had ever sat down and helped them build a proper plan.
So that's what we do. We sit down with you, understand your full picture, and build a financial plan that's as individual as you are. No cookie-cutter templates. No jargon. Just honest, practical advice.
"We distil your big, audacious goals into a clear financial plan that lets you enjoy life now and build the future you want."
The people behind your plan.
When you work with Bounce Financial, you work directly with Ben or Cara, not handed off to a junior adviser.
Ben spent a decade as a financial services lawyer before becoming a financial adviser โ bringing a rare mix of legal rigour and financial strategy to every client he works with. He's been featured in the Australian Financial Review and other leading publications, and co-hosts the Money Chats podcast. Ben's passion is helping clients cut through complexity and build a plan they actually feel confident about.
Cara has been recognised multiple times as one of Australia's top 50 most influential financial advisers and shortlisted in the Independent Financial Adviser Awards. She's been featured in the Australian Financial Review and other leading publications, and is known for making clients feel genuinely at ease when talking about money. Cara's passion is helping people turn financial anxiety into real clarity and confidence.
What we stand for.
Everything we do comes back to these four things.
Honesty first
We tell you what you need to hear, not what you want to hear. Our advice is always in your best interest.
Plain English, always
No jargon, no fine print surprises. We explain everything clearly so you can make genuinely informed decisions.
Balance, not sacrifice
We believe you can enjoy life today AND build real wealth. A good plan makes both possible.
Advice on your terms
One-off or ongoing โ we work both ways. Though if staying connected will make a real difference to your outcome, we'll tell you.
Fully licensed and privately owned.
You're in safe, qualified hands. We hold our own AFSL, which means we answer to our clients โ not a bank, dealer group, or product provider.
AFSL 529109
Bounce Financial holds its own Australian Financial Services Licence, authorising us to provide personal financial advice.
Qualified Advisers
Both Ben and Cara hold the qualifications required under FASEA education standards for financial advisers in Australia.
Privately Owned
No big bank. No product quotas. We recommend what's right for you, full stop.
Let's have a chat.
A free chat is relaxed and completely obligation-free. Let's see if we're the right fit for each other.
Book a Free Chat