Financial Planning - Lifestyle Planning Melbourne, Australia
Abound Financial & Lifestyle Planning
Make the right decisions about your finances that help you achieve your lifestyle goals. We help you work out where you are now, where you want to be and how you are going to get there….
We take the complexity out of financial planning. We cut through the confusion by helping you make informed decisions about your money and your future.
Together we can create a plan to set you on the path to financial security while enjoying your life each step of the way
Abound welcome clients from all age groups - if you’re just starting out or already in retirement to anything in-between, if you live in Victoria or interstate throughout Australia the Abound Financial & Lifestyle Planning team can help you!
Are you in your 20’s & 30’s?
Perhaps you feel like you’re getting started but not sure of your options and how to go about making the right decisions about your finances?
Have you started saving for that big purchase but are unsure if you’re doing the best thing possible for you?
Maybe you’re planning a family or already have a young family and have taken out a mortgage but feel like you’re not getting anywhere with your finances?
40’s & Pre-Retirees?
Do you feel like you’ve settled into your career and established your family but don’t know if what you’re doing now is going to get you to where you want to be in the future?
Perhaps you work on a money in/money out basis, your mortgage isn’t going away any time soon and you’re sick of the day-to-day grind?
Are you close to repaying your mortgage, and you have some extra cash but are unsure of what you should be doing next?
Retirees?
Do you feel like you’re not sure if you’re doing the right thing with your retirement funds?
You don’t know if you have enough for retirement and how long you can afford to live the life you’re used to?
Would you like someone to review your situation on a regular basis and make sure that your strategy is up to date with the latest and most relevant issues in the world of finances?
The Benefits of Abound Financial & Lifestyle Planning are:
- Successfully helping people with professional Financial & Lifestyle Planning services since 1986
- All Abound Financial & Lifestyle Planning Advisers are CFP professionals. Watch this 60 second video: Financial Planning Standards Board CFP VIDEO
- Gain peace of mind with your financial situation with Abound
- Be supported, advised and looked after by a professional, friendly and caring team
Key Service Areas offered:
- Debt Management
- Insurance & Risk Management
- Investments
- Superannuation
- Centrelink
- Retirement Incomes
- Aged Care (Retirement Villages, Hostels & Nursing Homes)
- Estate Planning
- Cashflow Management & Budgeting
- Taxation Planning
- Salary Packaging
- Same Sex Financial Planning Advice Specialists
What others are saying…
I have been a client of Abound Lifestyle Planning and Abound Business Solutions for over 10 years now and I have found their accounting and financial advisory services to be friendly, courteous, timely, and conservative - which I value highly.
Manjul Saxena, Director Global Machinery Consultants - Japan
40’s & Pre-retirees
Our association with Abound Lifestyle Planning over the past 10 years has confirmed our confidence in, and respect for their integrity and skill in handling our financial affairs.
Ian and Dawn Wassell, retirees – Essendon
Retirees
“I initially contacted Abound Financial and Lifestyle Planning to get organised and gain some financial direction for the future. The most valuable benefit/advantage I have received is - knowing that my money is being monitored and reinvested.”
Narah Hughes
Victoria
20’s & 30’s
Abound Financial and Lifestyle Planning is located at: Level 1 416 Mt. Alexander Road Ascot Vale Victoria, Australia 3032. Abound service clients not only in Victoria, but interstate and internationally. If you would like to engage with a professional and qualified Financial Planner at Abound to help you make informed choices about your financial situation and create a plan to achieve your financial and lifestyle goals and onto the path to financial security with peace of mind - contact Abound today!
