In the complex world of finance, having a trusted advisor by your side can make all the difference. At Abound Group, we pride ourselves on offering premier financial planning services to the Melbourne community. With around 350 ongoing clients, ranging from 1 to 25 years of service, we actively manage new client capacities annually to uphold our high service standards.
Personalised advisory services
When you choose Abound, you’re not just getting a financial advisor; you’re gaining a partner in your financial journey. Our advisors, each holding a minimum degree in financial planning and/or Certified Financial Planner (CFP) status, bring a wealth of knowledge and a broad range of specialist accreditations to the table. Areas of expertise include aged care, self-managed super funds, gearing, and direct shares, ensuring that whatever your financial needs, we have the expertise to guide you.
Our dedicated support team works alongside our financial advisors to ensure a seamless advice process. This collaborative approach allows us to tailor our services to your unique financial situation, helping you create lasting wealth and enjoy a fulfilling life.
Comprehensive financial planning services
Abound Group offers a comprehensive suite of financial planning services designed to cater to a diverse range of needs:
Financial planning for pre-retirees: Planning your retirement journey to ensure financial security.
Aged care financial planning: Navigating the complexities of aged care financing.
Same-sex financial planning: Tailored financial advice for same-sex couples.
Wealth creation: Strategies to grow your wealth and achieve your financial goals.
For your peace of mind, our financial services and credit guide provides full details of our licensing, advisors, authorised services, professional standards, and policy commitments.
Embark on a fulfilling financial journey
At Abound Group, our commitment is to you and your financial well-being. Whether you’re planning for retirement, looking to create wealth, or navigating the intricacies of aged care financing, our team is here to support you every step of the way.
Get in touch with us today to discuss your financial planning needs in Melbourne and start your journey toward a secure and prosperous future.
