Our Vision | Abound Financial & Lifestyle Planning
Our Vision
Our Vision is to help people achieve their lifestyle goals by providing an effective, supportive, caring and high quality financial and lifestyle planning service.
Our Mission
Our mission is to see our clients achieve their lifestyle goals by helping them make informed choices that will set them on the path to financial security.
We aim to help our clients make the right decisions about their finances to help them achieve the lifestyle they desire. This requires preparing a plan that takes into account your current situation, where you want to be in the future, and how you are going to get there.
Goals are underpinned by values
Your personal values are your deepest beliefs and sentiments. They encompass family and relationships, occupation, health, hobbies/interests and personal experiences. Your values have formed your current lifestyle and will shape your future lifestyle.
Establishing lifestyle goals is the key
Establishing your current lifestyle goals will help you achieve your desired lifestyle. Your goals may include travel, providing for your children’s education, purchasing a new home, changing jobs, starting a family or leaving an inheritance. Given sufficient consideration your lifestyle goals need to be specific, measurable, attainable, realistic and timely.
Your values in action – your plan
Your financial plan is underpinned by your personal values. It is based on your desired future lifestyle and is formulated with the aim of achieving your lifestyle goals. Your financial plan is a manifestation of your personal value and deepest beliefs and sentiments.
The ‘how’
Your plan may encompass any number of financial strategies that are relevant to your situation and lifestyle goals. We consider measured strategies within acceptable bounds of strategy and investment risk.
Ongoing relationship
Changes in your world (financial, health, emotional, family) and your aspirations mean that ongoing reviews are imperative to helping you achieve your lifestyle and financial goals. Regular ongoing reviews and ad hoc reviews with changes in your circumstances are essential for keeping your financial plan on track.