About

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.

 

  • We understand…

    When a client refers a friend or relative to our business, it’s more than a new client, it is more of a welcome into their circle, an indication of the trust and recognition earned and then shared, the legacy of knowledge, stability and prosperity.