Tag Archives: Financial Adviser

Financial Adviser JV Business Opportunity

Posted on 17. Jan, 2018 by .

Business opportunity for an experienced Financial Adviser We have a unique opportunity for a Financial Adviser who has 6-7 years experience as a financial adviser in Melbourne CBD and wants to grow their own Financial Planning business while receiving a salary and being supported by a dynamic team. We at Abound Financial & Lifestyle Planning […]

Continue Reading

Can refinancing my home loan save me money?

Posted on 01. May, 2017 by .

By AMP Life Limited and originally published on 16 November 2016 at https://www.amp.com.au/news/2016/november/can-refinancing-my-home-loan-save-me-money By replacing your existing loan with a new one, you could take advantage of a better deal. Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each year¹ to ensure the interest rates, […]

Continue Reading

Merry Christmas & Happy New Year!

Posted on 18. Dec, 2016 by .

Merry Christmas Team Video! The team here at Abound Financial & Lifestyle Planning would like to thank you for your support throughout 2016 and wish you, your family and friends a very Merry Christmas & a happy, safe and prosperous New Year! We look forward to seeing you all in 2017!

Continue Reading

Helping baby boomer widows get the financial advice and support they need

Posted on 28. Aug, 2016 by .

All across the world, women enjoy longer life spans and live on average 5% longer than men. According to the world health statistics – The gap between male and female life expectancy is greater in high-income countries, such as Australia, where women live around six years longer than men. So what does this remarkably consistent […]

Continue Reading

A bump in the road, then a new start

Posted on 04. Apr, 2016 by .

Taking stock of how your life’s traveling at the start of a new year is a great idea but you might feel more urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce. What’s next, you want to know. How do you rebuild your life, is […]

Continue Reading

Merry Christmas from the Team at Abound

Posted on 17. Dec, 2014 by .

The Team at Abound Financial & Lifestyle Planning would like to wish you, your family and friends a Merry Christmas and a happy, safe and prosperous New Year! We’ve had a great year here at Abound and in our special Christmas video below, we introduce our new team members and share a few financial planning […]

Continue Reading

New Centrelink rules: affecting Government age pensions and other benefits

Posted on 25. Nov, 2014 by .

On 1 January 2015, Centrelink income test rules are changing to be less favourable for account- based pensions. However, clients who receive a Centrelink benefit and have an allocated or account-based pension in place before then will maintain their current favourable income test treatment. Do you need to take action now? If you are over […]

Continue Reading

Wealth health check – Part 3 Retirees (aged 65+)

Posted on 27. Feb, 2012 by .

Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Retirees – Ensure you don’t run out of money…

Continue Reading

Wealth health check – Part 2 Builders/Pre-retirees (aged 45-65)

Posted on 20. Feb, 2012 by .

Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Builders/Pre-retirees (aged 45–65) – Stay cash flow positive, increase contributions to super, split income where possible to save tax…

Continue Reading

Fabulous 50s: fighting fit, having fun, facing the future

Posted on 08. Sep, 2011 by .

Life in your 50s can be great. You have made a dent in that huge mortgage, the kids have probably grown up and are not dependent on you, your career may be at its peak, so what is next financially?

Continue Reading