Soundbridge Financial Services

Since 1978, Soundbridge Financial Services has been dedicated to helping individuals and families create and protect their wealth. Our team of experienced financial advisors and professionals are passionate about providing personalized financial services that cater to the unique needs and goals of our clients. With offices located in Rockhampton, Brisbane, Gladstone, Mackay, and Moranbah, we proudly serve clients throughout Queensland and beyond.

Our Mission

At Soundbridge Financial Services, our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. We believe that everyone deserves access to expert financial guidance and personalized advice that addresses their unique circumstances and aspirations. Our team is committed to delivering exceptional service, building long-term relationships, and providing tailored solutions that help our clients achieve their dreams.

Our Services

Soundbridge Financial Services offers a comprehensive range of financial services designed to help individuals and families navigate the complexities of financial planning. Our services include:

• Financial Planning: We provide personalized financial planning services that take into account our clients' unique goals, risk tolerance, and financial circumstances. Our expert advisors work closely with clients to develop customized financial plans that align with their values and objectives.
• Accounting and Taxation: Through our partnership with Gladstone Accounting and Taxation QLD, we offer comprehensive accounting and taxation services that help our clients optimize their financial position and minimize tax liabilities.
• Home Loans and Mortgage Lending: Our Soundbridge Lending arm provides expert guidance on home loans and mortgage lending, helping clients secure the best possible financing options for their property purchases or refinancing needs.

Our Team

Our team of experienced financial advisors and professionals is dedicated to delivering exceptional service and personalized guidance to our clients. Our advisors are members of the Financial Planning Association of Australia or the Association of Financial Advisers and are committed to ongoing professional development, ensuring that they stay up-to-date with the latest industry trends and best practices.

Our Values

At Soundbridge Financial Services, we are committed to a set of core values that guide our actions and decisions. Our values include:

• Integrity: We operate with transparency, honesty, and integrity in all our dealings.
• Excellence: We strive for excellence in everything we do, delivering exceptional service and personalized guidance to our clients.
• Innovation: We stay ahead of the curve, embracing innovation and embracing new ideas that benefit our clients.
• Teamwork: We work collaboratively as a team, leveraging our collective expertise to deliver exceptional outcomes for our clients.
• Community: We are committed to giving back to our community, supporting local initiatives and charitable causes.