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We help you to establish your lifestyle goals and create a plan to set you on the path to financial security.
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Embrace your financial journey with us here at Abound Financial & Lifestyle Planning.
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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 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.

Who We Help?

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.

How We Help?

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Request an appointment today!

Meet Our Team

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.

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Richard Brown CFP, CPA, BBus(Acc)
Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax.
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Clinton Smith CFP, BBus(FP)
Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.
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Milan Petrovic CFP, BBus (Eco&Fin)
Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.
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Suzanne Alexander Adv Dip (FP)
Financial Adviser who specialises in helping women embrace their financial journey.
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Peter White BBus(Eco&Fin), ADFP
Financial adviser who enjoys coaching busy professionals by keeping them accountable to achieving their goals.
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Fiona Reid Dip (FP)
Associate Adviser who assists Financial Planners with advice documentation and implementation
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Michelle Morgan
Office & Financial Planning Administrator and responsible for coordinating client services in the office
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Sophie Shaw-Johnston
New Business Implementation Assistant who assists with Centrelink implementation and client services
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Dolores Whitmore
Office Administration Assistant who assists with client appointments
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Richard Brown CFP, CPA, BBus(Acc)

Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax. 

My qualifications/experience…

Bachelor of Business Studies (RMIT), Certified Financial Planner & Certified Practising Accountant.

My other interests are…

I enjoy all sports! I have been actively participating in Triathlons over the last few years.

I want to make a difference by…

Helping people with direction by understanding their goals and aspirations and then translating this into a workable, realistic financial plan.

I value…

Above all my family! From a business perspective I value my position and I treat clients exactly how I would like someone to treat me that is with respect, integrity and commitment.

Ph: 03 9373 3500
Email: Richard@aboundlp.com.au
Linked In: https://au.linkedin.com/pub/richard-brown/17/30b/75b

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Clinton Smith CFP, BBus(FP)

Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.

My qualifications / experience:

I have completed a Bachelor of Business (Financial Planning) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.  I have been working in the financial planning industry since 2000, gaining experience in both large corporations and boutique firms.

My other interests are…

Relaxing with friends and family and travelling.

I want to make a difference by…

Helping clients achieve dreams they never thought were possible.

I value…

Compassion, trust, understanding and friendship.

Ph: 03 9373 3500
Email: Clinton@aboundlp.com.au
Linked In: https://au.linkedin.com/in/clinton-smith-137a0224

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Milan Petrovic CFP, BBus (Eco&Fin)

Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.

My qualifications/experience…

I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.

I have been working in the financial planning industry since 2001. I have been at Abound Lifestyle Planning since the commencement of my financial planning career and Head of Abound Paraplanning since 2012.

My other interests are…

I enjoy all types of sports as a way of exercising and relaxation. I enjoy all of the good things that life has to offer and try to make the most of every opportunity.

I want to make a difference by…

Helping out the people around me and sharing my thoughts on various issues.

I value…

Integrity, consistency and an open mind. Progress and passion.

Ph: 03 9373 3500
Email: Milan@aboundparaplanning.com.au
Linked In: https://www.linkedin.com/in/milan-petrovic-0b388751

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Suzanne Alexander Adv Dip (FP)

Financial Adviser who specialises in helping women embrace their financial journey.

My qualifications / experience:

Diploma of Financial Planning, Graduate Diploma of Applied Finance, Advanced Diploma of Financial Planning. I am a member of the Association of Financial Advisers (AFA) and have been involved in the finance industry since 2005.

My other interests are…

Spending time with family and friends, health, fitness and wellbeing.  I enjoy travelling and I love exploring new sights and cultures.

I want to make a difference by…

Helping women make educated decisions about their financial future and empower them to embrace their financial journey to live a lifestyle of their dreams.

I value…

Trust, understanding and friendship.

Ph: 03 9373 3500
Email: Suzanne@aboundlp.com.au
Linked In: https://www.linkedin.com/in/suzanne-alexander-42a6788

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Peter White BBus(Eco&Fin), ADFP

Financial adviser who enjoys coaching busy professionals by keeping them accountable to achieving their goals.

My qualifications / experience:

I have completed a Bachelor of Business (Economics and Finance) at RMIT University and also have an Advanced Diploma in Financial Planning. I am a member of the Financial Planning Association (FPA) and I’m currently undertaking their Certified Financial Planner (CFP) program.  I have been working in the financial planning industry since 2005, gaining experience in various financial planning practices.

My other interests are…

Playing competition tennis, following the magpies in the AFL and catching up with my family.

I want to make a difference by…

Doing all the little things to help achieve big things.

I value…

The building of ongoing relationships and passion in whatever you do.

Ph: 03 9373 3500
Email: 
peter@aboundlp.com.au
Linked In: 
https://au.linkedin.com/in/peterwhitefp

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Fiona Reid Dip (FP)
Associate Adviser

Associate Adviser who assists Financial Planners with advice documentation and implementation

My qualifications/experience…

Diploma in Regulated Financial Planning Level 4 from the Chartered Insurance Institute in London, United Kingdom. My work experience encompasses over 15 years in the Financial Planning industry both in the United Kingdom and Australia.

My other interests are…

Spending time with family and friends, travelling and swimming.

I want to make a difference by…

Helping clients embrace their financial journey, being reliable and helpful and someone our clients and fellow team members can depend on.

I value…

Honesty, integrity and friendship.

Ph: 03 9373 3500
Email: Fiona@aboundlp.com.au
Linked In: https://au.linkedin.com/pub/fiona-reid/104/21b/56b

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Michelle Morgan

Office & Financial Planning Administrator and responsible for coordinating client services in the office.

My qualifications/experience…

I have been involved in the conveyancing industry for 30 years and the Financial Planning industry since 2009.

My other interests are…

Watching the Western Bulldogs play football, cooking, shopping & real estate.

I want to make a difference by…

Being compassionate, understanding & tolerant towards people and hopefully someone they can rely/depend on.

I value…

Time spent with and helping family and friends.

Ph: 03 9373 3500
Email: michelle@aboundlp.com.au

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Sophie Shaw-Johnston

New Business Implementation Assistant who assists with Centrelink implementation and client services

My qualifications/experience…

My working experience encompasses over 20 years in the Financial Planning industry.

My other interests are…

Shopping, going to the gym and dining out.

I want to make a difference by…

Being reliable and helpful, someone our clients and staff can depend on.

I value…

Spending time with my family and friends.

Ph: 03 9373 3500
Email: sophie@aboundlp.com.au

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Dolores Whitmore

Office Administration Assistant who assists with client appointments.

My qualifications/experience…

My working experience encompasses retail, customer service and Industrial Relations – all very people focused.

My other interests are…

Fitness, being involved in junior basketball, cheering on the Western Bulldogs and Melbourne Tigers, sewing, quilting and all things creative.

I want to make a difference by…

Bringing a respectful, pleasant and positive attitude to everything I do.

I value…

Spending time with my beautiful family and fantastic friends! I also value time spent with friends in community focused projects.

Ph: 03 9373 3500
Email: Dolores@aboundlp.com.au

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About Us

The Abound Financial & Lifestyle Planning roots date back to 1984 and the services provided by our firm have evolved over time in line with the legislative and economic environments and financial markets.

Richard Brown has been at the forefront of the firm for over 20 years and has been a key driver in the firm’s growth and development. Clinton Smith brings over 15 years of experience along with an evolving approach to financial planning service delivery.

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

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.

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.

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.

Testimonials

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

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 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

Blog

Helping baby boomer widows get the financial advice and support they need Posted on 28 Aug 2016

All across the world, women enjoy longer life spans and live on average 5% longer than men. According to the world health statistics - The gap between male and female life expectancy is greater in high-income countries, such as Australia, where women live around six years longer than men. So ...

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Peter White joins Abound Financial and Lifestyle Planning Posted on 14 Aug 2016

Peter White joins Abound Financial and Lifestyle Planning as a new adviser Firstly, we are delighted to announce that Peter White has recently joined the practice as a Financial Adviser.  Peter joins us from an independent practice in Hawthorn where he provided ongoing reviews and analysis for ...

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Retraining your savings brain Posted on 1 Aug 2016

Where there’s a will there’s a way, especially when it comes to saving. The latest scientific findings reveal that although fewer than 25 per cent of us have a genetic predisposition to squirrel money away for the future, we can all learn to save if we set our mind to it.  According to Dr ...

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Contact Us


Abound Financial & Lifestyle Planning

Level 1, 416 Mt Alexander Road,
Ascot Vale, VIC, AUSTRALIA 3032

Postal Address
PO Box 393,
Flemington, VIC, AUSTRALIA 3031

Phone (03) 9373 3500
Fax (03) 9326 2171
Email info@aboundlp.com.au