Bountiful Wealth

Bountiful Wealth

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At Bountiful Wealth we help you make the most of your finances no matter what stage of life you are

10/09/2026

πŸ’šπŸ–€πŸ’› A VERY SPECIAL THANK YOU β€” BOUNTIFUL WEALTH πŸ’›πŸ–€πŸ’š

Some sponsors support a team. Some support an event. And then there are those who choose to support the whole club and everything it stands for.

To Bountiful Wealth – Entrusted Solutions, thank you for being an incredible Club Sponsor of the Caboolture Snakes throughout 2026. 🐍

Your support has reached far beyond the football field. It has helped us continue creating a club where our kids can play, grow, make friendships and create memories that will stay with them long after their junior rugby league days are over.

A junior sporting club simply cannot do what it does without businesses willing to get behind its people, its volunteers and, most importantly, its kids.

We are incredibly grateful that Bountiful Wealth chose to get behind the Snakes and be part of our 2026 journey.

From our committee, coaches, volunteers, players and every Snakes family β€” thank you. πŸ’šπŸ–€πŸ’›

We hope you know just how much your support has meant to our club, bring on 2027.

🐍 One club. One community. One future.

09/09/2026

Bountiful Wealth's story didn't start with a big plan. It started with a clear idea πŸ“

After years working in senior roles at Suncorp and UBS Asset Management, Michael Kerr made the move to buy into an established financial planning practice, one that had already been serving clients for around 40 years.

The goal at Bountiful Wealth has always been the same: make complex financial decisions simple, so clients can focus on what matters and make the most of what they've built.

Give our latest video a view to see what we're on about, and get in touch if you'd like to be part of the action. We'd love to chat.

06/09/2026

Here's a stat worth sitting with. According to ASIC's MoneySmart, $10,000 invested at a 3% interest rate, compounded monthly, grows to $11,616 after 5 years and $13,494 after 10 years... without adding a single extra dollar.

That's the power of compounding. The earlier money starts working, the more time it has to grow. It's a good reminder that, 'I'll start later,' often comes at a real cost.

Curious what compounding could look like for your own goals? Bountiful Wealth is always happy to chat it through.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

02/09/2026

Sometimes the best referrals come from the most unexpected places πŸ˜„ One of our clients told us she found out about Rohit and Bountiful Wealth… at the nail salon!

Check out this video to hear how it all went down.

We truly do love hearing stories like this. It's proof that good relationships and honest conversations go a long way, even outside the office πŸ’…

31/08/2026

Quick question: do you actually have a valid Will?

Research from the Australian Law Reform Commission suggests between 58% and 60% of eligible Australians (that's around 12 million people) haven't made one. It's one of those, "I'll get to it later," jobs that keeps sliding down the list.

But here's the thing. Without a valid Will, you don't get a say in who receives what. The law decides for you, and it doesn't know your family, your wishes, or any of your personal circumstances.

You don't need to be wealthy or have a lot of assets to need a Will. You need one to look after the people you care about.

If it's been on your to-do list for a while, take this as your nudge. Not sure where to start? Get in touch, we're here to help.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

31/08/2026

WINNERS!

On Saturday night, the Bountiful Wealth team were honoured to be awarded Most Outstanding Professional Services at the Moreton Bay Local Business Awards.

Our community and clients are the reason for this award, this one is special because it's nominated and voted by our community! Thank you to those that put our name forward, and our incredible team for being the reason so many do.

This is our second consecutive year taking out this award and the feeling only gets better.

30/08/2026

Moreton Bay financial adviser Michael Kerr is in the running to be named among Australia’s 50 most influential financial advisers in the 2026 Financial Standard Power50 🟑

The Bountiful Wealth Managing Director was previously named in the Power50 in 2024 and is hoping to make the national list again.

Voting closes September 3.
Find out how you can support Michael ↓

28/08/2026

Celebrating 4 years with Mark πŸŽ‰

Today marks four years since Mark joined Bountiful Wealth as a Senior Financial Adviser. In that time, Mark has built lasting relationships with clients across Brisbane's north, helping them navigate everything from everyday financial decisions to long-term planning.

Thank you Mark, for the dedication and care you bring to your clients and to the team. Here's to the next four years and beyond.

25/08/2026

So, what does a 'comfortable retirement' actually cost these days?

ASFA (the industry body that tracks this stuff) just updated their retirement standard, and for the first time in 3 years, the 'comfortable retirement' benchmark has gone up. It's now sitting at $630,000 for a single person and $730,000 for a couple (assuming you own your home).

Comfortable doesn't mean lavish. It takes into account having private health cover, a decent car, regular holidays, and not having to think twice about the little things. Just a good, secure lifestyle.

But the real question you should be asking yourself is, "Am I on track towards it?" And that's where a proper look at your super and investments comes in.

If you're not sure where you stand, that's a conversation worth having (with us!). Remember, we're here to help.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

Photos from Bountiful Wealth's post 18/08/2026
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Location

Telephone

Address


12c 2-4 Flinders Parade
North Lakes, QLD
4509

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm