Testimonials | Abound Financial & Lifestyle Planning
Testimonials
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.
Their advice has been frank and forthright. While their taxation and investment advice concentrated on generating long term wealth for me, it also endeavored to meet Australian taxation and accounting standards. More recently I have been engaged by a worldwide Company which has involved a move to Japan for a number of years this involved quite complex tax / investment issues and Abound in conjunction with specialist advice guided me through all the issues.
Suffice to say, I consider them as my long term allies who will assist me in navigating though the future long term financial needs.
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.
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
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
“I have been associated with Abound Lifestyle Planning for almost 10 years now and I have always found their advice and care in respect of my finances valuable. We have implemented a plan that will hopefully enable me to achieve my goal earlier than I anticipated.”
Ben Verrall
Moonee Ponds - Victoria.
20’s & 30’s
“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.
20’s & 30’s
“We have recently completed our annual review with Richard & his team and we were very happy with the options that were put forward, the plan gave us some clear choices which we like. Abound Lifestyle Planning certainly provide us with peace of mind and we feel comfortable dealing with them.”
Darren & Loren Ward
Point Cook - Victoria.
20’s & 30’s
“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
“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
“To be honest, I value the people I deal with at Abound Financial & Lifestyle Planning above all else. Richard provides excellent advice, and the staff there provide excellent service. Without the excellent service, you cannot be a stand out for the products you provide. Recently, I was given some really good ‘food for thought’ regarding mortgages & renovations, which has proved valuable to no end. I would recommend Abound Financial & Lifestyle Planning to anyone seeking to make positive change for their future.”
Belinda Lockerby
Ascot Vale, Victoria
20’s & 30’s
“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
“The most valuable advantage received from Abound Financial & Lifestyle Planning is communication.”
Vin Carey
St. Leonards, 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 engaged with Abound Financial & Lifestyle Planning when creating a business partnership & security for our families. The most valuable advantage received has been easy to understand information (from their newsletters) including the Global Financial situation.”
Nicole Brown
New Gisborne, Victoria
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 needed sound financial advice after a dramatic change in our financial situation. The most valuable advantage received has been the guidelines and on-going monitoring of our personal situation and the knowledge that we can always contact Abound at any time.”
Trevor Ellway
Anglesea, 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
“We found Abound Lifestyle Planning from our local paper. The most valuable benefit we have received is the satisfaction of knowing our investments are constantly monitored and our lifestyle secure.”
Henry Cooper
Essendon West, Victoria
Retirees