Retirement Planning

Nothing gives us greater pleasure than helping you retire on your own terms

~ Peter White, Senior Financial Adviser

– Abound Financial & Lifestyle Planning

What we do?

At Abound, we are committed to:

How we help?

At Abound Financial and Lifestyle Planning, we help individuals and couples who are on the pathway to retirement to design their desired lifestyle within the parameters of their current position. This clarity allows you to understand how you are tracking towards your goals and in turn can allow for decisions on how to best make the transition to a fulfilling and financially secure retirement.

We also work with recent retirees who are wanting assistance in the management of their overall position so that you have more time to focus on your passions and lifestyle.

Testimonials

I have been a client of Abound for many years now and because of my work commitments which can be demanding and my priority being quality time spent with my family, I am often left with very little time to address the important issues of personal tax & financial planning. As a result, I have sensibly outsourced these responsibilities to Richard and his team. I have enjoyed my association with Abound and I really value the ongoing advice and care they continuously provide me.

Ray McCann

My association with Richard Brown extends to over 15 years now, we first engaged his services back in 1992.

Richard and his team have always been there to assist on range of matters and I enjoy working together with them. Specifically, I have been very comfortable with the professional advice provided around my superannuation and retirement planning. I have no doubt our long term strategy is right on track.

Bruce Neill Yarraville, Australia

Contact Us

Fill in the form below if you would like to see how we could assist your financial planning goals.

Contact us by Phone
(03) 9373 3500