General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Abound Financial and Lifestyle Planning Pty Ltd (ABN 22 087 690 060) trading as Abound Financial and Lifestyle Planning, is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665.
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Financial Planning, Financial Advisers Melbourne
Richard Brown CFP, CPA, Bbus(Acc) Director
Clinton Smith CFP, Bbus(FP) Head of Abound Financial Planning Melbourne
Suzanne Alexander Adv Dip(FP)
Peter White ADFP, Bbus(Eco&Fin)
Milan Petrovic CFP Bbus(Eco&Fin) Head of Abound Paraplanning.
We can help you set your financial goals and onto a path to financial security.
We help you to 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.
We take the complexity out of financial planning by cutting through the confusion and helping you to 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.
At Abound Financial and Lifestyle Planning we work with our client’s long term. We can help you at each and every stage of your financial journey. With regular reviews, we 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 a caring and close-knit team of professionals who love working together and helping our clients through life’s changes in order to assist them achieve their financial and lifestyle goals.
Contact us today to make an appointment:
Abound Financial & Lifestyle Planning
Level 1, 416 Mt Alexander Road,
Ascot Vale, VIC, AUSTRALIA 3032
PO Box 393,
Flemington, VIC, AUSTRALIA 3031
Phone (03) 9373 3500
Fax (03) 9326 2171