Same Sex Financial Planning Advice Specialists
to receive our FREE 3 part video series for same sex couples who want to take control of their finances and plan for their future.
Abound Financial and Lifestyle Planning understand that gay and lesbian clients face specific challenges when it comes to financial planning.
With recent legislation changes, there has been significant advances in areas of superannuation, binding nominations, insurance, estate planning, Centrelink and taxation – which is imperative same sex couples factor into their financial plan.
As a gay friendly organisation, Abound Financial and Lifestyle Planning are pleased to provide the LGBT community with specialised, confidential and compassionate financial advice.
Clinton Smith CFP, BBus(FP) Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser has extensive experience in financial planning and same sex advice.
We can help you establish your lifestyle goals and create a plan to set you on the path to financial security while you enjoy your life each step of the way.
At Abound Financial & Lifestyle Planning we take the complexity out of financial planning and same sex financial planning by cutting through the confusion and help you make informed decisions about your money and your financial future.
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.
We are dedicated to helping you at each and every stage of your financial journey and work with you long term. With regular reviews, we will make sure that your financial strategy is up to date with the latest and most relevant issues in the world of finance, so you can relax knowing you’re not alone when it comes to managing your money and financial future.
We are passionate about financial planning and have worked with hundreds of clients over 22+ years by helping them implement a financial plan which sets them onto a path to live the lifestyle of their dreams.
We look forward to helping you do the same.
We have offices in Ascot Vale and Melbourne CBD.
If you would like to book an appointment with Clinton in Ascot Vale or one of our financial advisers in other areas, simply call or email us today!