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We help you to establish your lifestyle goals and create a plan to set you on the path to financial security.
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Embrace your financial journey with us here at Abound Financial & Lifestyle Planning.
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Whether you are seeking to secure your family’s future, pay off your mortgage, looking to build wealth or planning for retirement, we can help.

Testimonials

Hi Richard,

On behalf of Brodie, Andy and myself I would like to thankyou very much for your very kind donation towards a vehicle for Brodie. Without the generosity of people like yourselves we would find it very difficult to cope with all the challenges that are ahead of us. You have two beautiful sons who I’m sure will make you very proud. Once again please except our heartfelt thanks.

Kindest Regards,

Jenny, Andy and Brodie

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.

We have every confidence in Richard Brown in handling our portfolio’s and impressed by his helpfulness and readiness to explain any matters which may arise and, not least, by the friendliness of all members of staff with who we have come in contact.

We appreciate and enjoy our dealings with this organization.

Ian and Dawn Wassell retirees – Essendon Retirees

Professional - Competitive Fees - Helpful - Personalized Service - Friendly and Caring We feel extremely well looked after.

Ejnar and Gisa Sorensen ex proprietors of a freight company – Rye Retirees

My association with Richard Brown extends to over 15 years now, we first engaged his services back in 1992.

Richard and his team have always been there to assist on range of matters and I enjoy working together with them. Specifically, I have been very comfortable with the professional advice provided around my superannuation and retirement planning. I have no doubt our long term strategy is right on track.

Bruce Neill Director Sprockets Australia, Yarraville 40’s & Pre-retirees

I have been a client of Abound for many years now and because of my work commitments which can be demanding and my priority being quality time spent with my family, I am often left with very little time to address the important issues of personal tax & financial planning. As a result, I have sensibly outsourced these responsibilities to Richard and his team. I have enjoyed my association with Abound and I really value the ongoing advice and care they continuously provide me.

Ray McCann Project Director – Major Projects Leighton Contractors Pty Limited 40’s & Pre-retirees

Richard & his team at Abound Lifestyle planning have assisted us over many years now and we feel confident that we are on track to achieve our objectives.  We have always enjoyed our association with Abound Lifestyle Planning.

Michael & Therese Christofas Pascoe Vale - Victoria. 40’s & Pre-retirees

I had some superannuation money that needed to be invested and Abound Financial & Lifestyle Planning came highly recommended for service and advice. I was seeking financial advice after taking a package from work. The most valuable benefit is that all the financial information we have received over the years has been explained in easy to understand terms and it has always turned out to be the best advice for our circumstances. Also when the market changes and our investments are not getting their best returns we are given welcome advice on what is the best thing for us, not what is best for anyone else.

Jenny Day Sunbury, Victoria 40’s & Pre-retirees

The thing I most value with Abound is the personal attention I receive.

John French West Footscray, Victoria 40’s & Pre-retirees

I was retrenched from my job and my accountant referred me to Abound Financial & Lifestyle Planning for financial advice. The most valuable benefit/advantage I received is trying to manage funds in a volatile share market.

Coralie Porter Tarneit, Victoria 40’s & Pre-retirees

I was referred to Abound Financial & Lifestyle planning by a friend and the most valuable benefit I receive is trust.

Paul Hancock Diamond Creek, Victoria 40’s & Pre-retirees

I was working next door to Richard when he started his business in Buckley St Essendon and I was / am friends of Rosemary and John. The most valuable advantage I receive from Abound Financial & Lifestyle Planning is planning our life and financial goals and getting our investments all together.

Declon O’Farrell Yarraville, Victoria 40’s & Pre-retirees

I have been a client of Anthony and Richard at Brown and Co back in the Brunswick days. The benefits of financial planning that I have received are to maintain a structured investment portfolio which is organised and goal orientated. Regular contributions, i.e. enforced saving will see benefits long term….I hope

Michael Randles Heidelberg, Victoria 40’s & Pre-retirees

I initially became aware of the Abound Financial & Lifestyle Planning services via Personal Investment Magazine announcing the top group of financial planners for that particular year. Since becoming clients of Abound we have been expertly guided through a maze of intricate and complex issues which were outside our own knowledge bank and this has provided us with both the confidence and support we were seeking.

Bill Hanna Greensborough, Victoria Retirees

The most valuable benefit I receive from Abound Financial & Lifestyle Planning is the planners advising us when to change how we have our funds set up.

Olwyn Baker Brunswick West, Victoria Retirees

The reason I contacted Abound Financial & Lifestyle Planning was for help with my husband’s retirement. The most valuable advantage I now receive is ‘Peace of Mind’.

Faye & Brian Kane Maribyrnong, Victoria Retirees

The most valuable benefit I receive from Abound Financial & Lifestyle Planning is knowing when we can retire with sufficient funds.

Denise Barr Essendon, Victoria 40’s & Pre-retirees

The most valuable benefit I have received from Abound Financial & Lifestyle Planning is ‘Peace of Mind’ and valuable advice.

Louise Grech Keilor, Victoria Retirees

We contacted Abound to help manage our money after retirement. The most valuable benefit has been peace of mind in retirement.

Ray Hogan Ascot Vale, Victoria Retirees

We needed to get good advice and direction in relation to our financial future. We asked our accountant about it and he recommended Abound (then Portfolio Planners). The most valuable benefit we have received from Abound is setting up a plan for our future and by using Abound Financial & Lifestyle Planning we are able to work towards our goals.

David Bramich Victoria, Australia 40’s & Pre-retirees

We contacted Abound Financial & Lifestyle Planning for financial advice. The most valuable benefit received has been security and advice.

Paul Humphrey Gowanbrae, Victoria 40’s & Pre-retirees

I was recommended from friend to contact Abound Financial & Lifestyle Planning when I took an employee package and needed to do something with superannuation. The best advantage I have received is peace of mind.

Kaye Moore Rosebud, Victoria Retirees

The amount of information both in newsletters and from Richard Brown to give us direction in managing our funds has been the most valuable aspect from Abound Financial & Lifestyle Planning. Many friends tell us they do not have this advantage with their financial planners. We consider ourselves very well looked after.

Diane Tullberg Dromana, Victoria Retirees

I was due to retire in the near future and was attracted to the success of two advisers in a yearly knowledge competition featured in Investment Magazine. After my initial meeting and the financial plan provided I was confident I had made the right choice in Abound Financial & Lifestyle Planning. The most valuable aspect received has been the comfort of being able to depend on advice and direction on a range of complex financial and taxation matters.

William Hanna Greensborough, Victoria Retirees

We contacted Abound Financial & Lifestyle Planning because their office was local to where we lived. The most valuable benefit has been financial advice.

Richard Curtain Brighton, Victoria 40’s & Pre-retirees

The reason we contacted Abound Financial & Lifestyle Planning was to obtain good / sound / reliable financial advice. The most valuable advantage received is a reliable return / income that allows us to have a worry free retirement.

Henry Cooper Essendon West, Victoria Retirees

Abound Financial & Lifestyle Planning was recommended to me. The most valuable benefit received have been many; managing GST, locking in value with AXA North, etc.

John Westover Thornbury, Victoria 40’s & Pre-retirees

Abound was suggested to us for solid financial advice through friends who knew of their reputation. We have recently commenced a relationship with Abound and look forward to receiving good financial advice which will enable us to enjoy our upcoming retirement.

Michael Baker Footscray, Victoria 40’s & Pre-retirees

Abound Financial & Lifestyle Planning came as a recommendation from another client. The most valuable benefits received have been tax planning and retirement planning.

Gerard Drew Williamstown, Victoria 40’s & Pre-retirees

I am/we are privileged to deal with the owners; that’s great.  Add the attitude of your support staff (3+) to this (always seeking to delight clients) and we are confident, contented clients.  Thank you all.

Ron Eddy Geelong, Victoria Retirees

Working with Suzanne has been such smooth sailing and she constantly puts my mind at ease.  Has been an absolute pleasure/weight off my shoulders putting my financial stresses in her hands.

Joanne Kennedy Moonee Ponds, Victoria Joanne is in her 30’s

Clinton is professional, succinct and explains and unpacks potentially complex issues into easy tangible terms. I would highly recommend him/Abound!

Darren Riggon Geelong West, Victoria 40’s & Pre-retirees

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.