(07) 4944 0422CallVisit WebsiteVisit Website
Business LocationMackay, QLD 4740
About Uschevron down

Trusted Financial Planning Services for Moranbah and Beyond

  • 100% client satisfaction
  • Centrally located offices
  • Financial planning
  • Income protection
  • Peace of mind with a comprehensive service
General Info

Empowering individuals and families in Moranbah with tailored, honest financial advice to achieve lasting security and success.

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.

Soundbridge Financial Services has been proudly serving the Mackay community since 1978, helping individuals and families navigate the complex world of financial planning. We support you every step of the way, whether you’re just starting out, building a family, or planning for retirement. Our trusted team offers clarity and confidence in a constantly evolving financial landscape. At Soundbridge, we believe in building lasting relationships, grounded in trust, transparency, and results that matter to you.

We provide a complete range of financial planning services designed to meet your needs at every life stage. Our expertise spans retirement income strategies, superannuation guidance, investment planning, and taxation advice. We work closely with you to develop tailored, ongoing plans that reflect your goals and lifestyle. Our focus is not only on helping you grow your wealth but also on protecting it—so you can enjoy financial freedom with peace of mind. We’re here to simplify the complexities and provide advice that's practical, professional, and personal.

What sets us apart is the value we add beyond the numbers. At Soundbridge, we offer more than just financial advice—we offer a partnership built on genuine care and a deep understanding of your journey. Our team is committed to honest guidance, clear communication, and a personalised approach that puts your best interests first. From your 20s through to retirement and beyond, we’re by your side with knowledge, experience, and strategies that evolve with you. Choosing Soundbridge means choosing a financial partner that listens, adapts, and delivers. Get in touch with us!

Email
Established
1978
ABN
40 151 134 146
ACN
151 134 146
Staff
1-10
Service Notes
Open Monday to Friday
Category
Commercial
Yes
Keywords
Accounting & Taxation, Critical Illness, Gearing, Home Loans, Income Protection, Managing Redundancy, Retirement Planning, Self-Managed Super Funds, Superannuation, Wills & Estate Planning
FAQschevron down

Why should I see a financial advisor?

A financial advisor helps you make informed decisions, avoid costly mistakes, and create a personalised plan to build and protect your wealth.


What does a financial plan include?

A plan typically includes budgeting, superannuation, insurance, tax strategies, investments, and retirement income planning.


Is financial advice tailored to each person?

Absolutely. Every plan is customised to your goals, income, lifestyle, and long-term vision for financial security.


What should I bring to a financial planning appointment?

Bring income details, superannuation statements, expenses, insurance policies, and any financial goals or concerns you’d like to discuss.


What is financial planning?

Financial planning is the process of setting and achieving your financial goals through budgeting, investing, and strategic advice.


Are financial planning fees tax-deductible?

In some cases, yes. Fees related to investment advice may be deductible. Always check with a tax advisor or accountant.


When should I start financial planning?

It’s never too early or too late. Whether you're in your 20s or nearing retirement, financial planning adds value at every life stage.


What’s the difference between superannuation and a pension?

Superannuation is your retirement savings during working years, while a pension is income drawn from your super in retirement.


How often should I review my financial plan?

We recommend reviewing your plan annually or when major life events occur, such as marriage, a new job, or retirement.


Can a financial advisor help with tax planning?

Yes. Advisors provide strategies to minimise tax legally through investment choices, super contributions, and other financial tools.