About Uschevron down

Personalised Financial Advice And Planning For All Clients

  • Assisted more than 2500 clients
  • Assisting to achieve lifestyle & financial goals
  • Integrated Services for all needs
  • Sound advice & strategies with a focus on service
  • Valuable advice, Measurable Results
General Info

To guide clients through smart financial strategies that build confidence, security, and lasting prosperity.

Our Partners have been helping Australians achieve their lifestyle and financial goals since 1978. We’re with you through every stage of your life and we’ll work with you for the long haul. With our centrally located offices in Rockhampton, Brisbane, Gladstone, Mackay and Moranbah and a Partner Adviser located on the Sunshine Coast we assist clients as far west as Longreach and throughout the Bowen Basin, north to Townsville and south into Northern NSW. We offer a comprehensive service of financial planning, accounting and taxation in conjunction with our partner firm Gladstone Accounting and Taxation QLD. In addition, we also offer home loans and mortgage lending through our Soundbridge Lending arm. We are proud to provide a complete financial service to ensure peace of mind for all clients.

Soundbridge Financial Services provides effective financial planning assistance to clients in Rockhampton and its surrounding areas. We understand that good financial advice is about more than just numbers—it’s about building a future you can count on. Our team works closely with individuals, couples, and families across Rockhampton City to develop meaningful, personalised strategies for every stage of life. Backed by decades of experience, we’re here to make financial planning clear, approachable, and focused on what matters most to you.

At Soundbridge Financial Services, we offer a full suite of financial services tailored to your unique needs. Whether you’re just beginning your career, managing a growing family, or preparing for retirement, we provide practical advice and structured planning. Our key areas include superannuation advice, retirement income strategies, investment planning, and up-to-date insights into Australian tax rules. Each plan is designed with your goals in mind—to address specifically those needs in addition to providing overall benefits because no two financial journeys are the same.

What sets us apart in Rockhampton is our dedication to delivering real value over time. We believe in building relationships—not just reports. You’ll receive advice that’s honest, relevant, and always tailored to your changing circumstances. From your first job through to retirement, we adjust your plan as your life evolves. Our aim is to give you the tools, support, and confidence to make smart financial decisions now and into the future. Contact Soundbridge Rockhampton today to book your personalised consultation!

Email
Established
1978
ABN
40 151 134 146
ACN
151 134 146
Staff
1-10
Ownership
Locally Owned
Service Notes
Queensland public holidays and local show holiday.
Free Estimates
Yes
Category
Commercial
Yes
Keywords
Aged Care Financial Planning, Asset Protection, Consultations, Estate, Estate Planning, Financial Advice, Financial Planning Association, Financial Services, Financial Services In Rockhampton, Financial Strategy, Gearing, Gladstone, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Managed Funds, Managing Debt, Mortgage Solutions, Mortgage Solutions Risk Protection, Personal Insurance, Professional Financial Service, Redundancy, Retirement Planning, Retirement Plans, Risk Protection, Rockhampton, S.M.S.F., SMSF, Sunshine Coast, Superannuation, Tax Management, Wealth Creation
FAQschevron down

What does a financial advisor do?

A financial advisor helps you create a plan for saving, investing, and preparing for future life events based on your goals and finances.


How does financial planning help with retirement?

It ensures you’re saving enough, making tax-effective choices, and creating a sustainable income stream for your retirement years.


Is financial planning only for the wealthy?

Not at all. Financial planning benefits everyone—whether you're building savings, paying off debt, or planning for retirement.


How can I improve my financial health?

Start by setting clear goals, tracking your spending, managing debt, and working with an adviser to build a long-term plan.


What’s included in a financial consultation?

We discuss your income, savings, super, insurance, and goals to design a strategy that suits your current situation and future needs.


What kind of investments can you help with?

We provide guidance on diversified investment strategies, including shares, managed funds, and superannuation portfolios.


Are your services tailored to individual needs?

Yes. Every client receives a customised plan based on their lifestyle, financial goals, and stage of life.


Will my financial plan need updating?

Yes. We recommend reviewing it regularly, especially after major life events or changes in income, expenses, or goals.