About Abound Financial & Lifestyle Planning | Abound Financial & Lifestyle Planning

About Abound Financial & Lifestyle Planning

Abound Financial & Lifestyle Planning is a close-knit team of professionals. We apply our knowledge, education and day-to-day experience for the benefit of our clients.

We seek to establish long-term relationships with our clients where we can assist and guide them through life’s changes in order to help them achieve their lifestyle and financial goals.
 
We are a suburban financial planning practice and are not owned by any large financial organisation. We provide advice on financial strategies and have the full range of financial products at our disposal.

Our History

Abound Financial & Lifestyle Planning has its roots in 1984 around the time the financial advice industry began developing into a profession. The services provided by the firm evolved over time in line with the legislative and economic environments and financial markets.

The opportunities the organisation had over the years resulted in a number of changes and mergers with other similar firms. Richard Brown is one of the founding directors and current sole director. Along with the senior staff he has been involved in accounting and financial planning from 1993 onwards.

Richard has been at the forefront of the firm for the past 16 years and has been a key driver in the firm’s growth, development and evolving approach to financial planning service delivery.

Over the past two years the organisation has undertaken a re-branding process with the aim of bringing out its underlying values and philosophy and presenting it to current and potential clients. The result of the process was Abound Financial & Lifestyle Planning.

Abound: To be in a constant state of movement or action; to be abundant or plentiful or to exist in large quantities.

Client and staff growth have characterised Abound Lifestyle Planning at all stages of its history. The organisation has evolved over time and remained at the forefront of financial planning always striving to provide its clients with the most appropriate advice.