Cara Brett

Bounce Financial

Gold
11 Yrs Experience
Fortitude Valley, QLD 4006

Recent reviews

Bounce Financial

Emporium Complex, Level 1, 1024 Ann St
Fortitude Valley, QLD 4006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Bounce Financial Pty Ltd

AFSL 529109

5.00
12 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Working with Cara was such a great experience. We are so confident in Cara's advice and knowledge and feel like we have really learnt so many things about our finances, including superannuation and future planning. The whole process was so seamless and we felt informed every step of the way."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara is very approachable and non judgemental. Cara explained things in a way that were clear to both my husband and I and helped us to ensure that we were covered in any circumstance. Cara's knowledge and experience and advice and given us confidence and her approach allows us to get ahead and still live life at the same time."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara is a great financial advisor with excellent knowledge and experience. We've seen a few advisors in the past but never really understood all elements of the advice, or felt like our needs weren't heard. Cara listens, researches and offers relevant and fit-for-purpose advice. Better yet, she helped turn advice into action. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We sought advice around retirement and how best to position ourselves given that we had limited resources. Cara's advice was considered and understandable for people who are not especially financially savvy. She gave us options and explained how we could arrange our finances to put us in the best possible situation in a couple of years. She had at her fingertips information and strategies that we would never have thought of."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara has provided balanced, holistic advice to myself and my family including our superannuation, insurances, investments, retirement and general life planning. Cara and her team have great communication skills and are extremely responsive. They have inspired a great deal of confidence in our family's planning for now and the future and we really appreciate their expertise and care."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara and the team at Bounce Financial are truly something else! They were so easy to work with and remained professional the entire time. There was nothing that was too hard for them and they worked tirelessly to make sure that our financial plan and superannuation were set up exactly as we wanted. I can't thank them enough for the superb service and advice they provided. Two thumbs up!"

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara, Ben and the team at Bounce have always been great. If you want five-star service, look no further. They are extremely efficient, knowledgeable, professional and in general, just a pleasure to deal with. Highly recommended."

  • Superannuation
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara is a knowledgeable, caring and an honest adviser. She takes time to clearly explain all of the facets around my financial planning requirements. I would recommend Cara to anybody looking for an honest and qualified adviser."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are really enjoying working with Cara to start our financial management journey. Cara is very considerate, approachable and up front. We felt her service did not make us feel guilty for not currently having a plan in place and provided a positive platform for us to get our insurances, superannuation and cash flow plans in place. She was also up front to provide a plan that included the right balance with ethical superannuation investments which was important to us. We are not located in Brisbane and Cara has been accommodating to schedule an initial face-to-face meeting before works hours and then working via Skype and emails after work hours."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cara is the adviser you go to when you want to sort out your financial goals. She breaks down your budget into realistic goals and even undertakes the daunting task of finding your lost super! I now feel like I have my financial future savings under control. Also, she likes donuts. This is a key trait one looks for in a financial adviser. I would highly recommend her services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Diploma of Business

Level
5 - Diploma
Institution
TAFE Higher Education QLD Alexander Hills
Completed
2001

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Cara's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Cara able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Cara's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Cara to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Cara?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Cara provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Cara may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Cara Brett
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens