Pre-retirement financial planning in Melbourne and Ascot Vale

At Abound we help individuals and couples who are on the pathway to retirement to design their desired lifestyle within the parameters of their current position.

Abound Group can assist you in understanding 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. Our financial advisors are experts in pre-retirement financial planning in Melbourne and Ascot Vale.

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

Design your retirement lifestyle within your current financial position with help from AboundOur team

Pre-retirement couple in car with arms up having received positive financial planning advice in Ascot Vale

At Abound, we are committed to:

Working closely and diligently with you on what is a significant change in your life
Maximising the tax-effective structure of your superannuation in conjunction with your investments and any social security entitlements you may be entitled
Setting up a flexible working pathway to your final retirement
Coordinating the timing of your final retirement date to maximise your final entitlements
Setting up your retirement plan for life with consideration to holidays, passions, family and health
Professionally managing your retirement over time so that you can enjoy the retirement you deserve.

Get in touch with our team today to start planning. We also specialise in same-sex financial planning and wealth creation in Melbourne and Ascot Vale.

Achieving your goals is our goalContact us

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Same-sex financial planning

Abound understands that LGBTQIA+ clients face specific challenges when it comes to financial planning. There have been significant advances in areas of superannuation, binding nominations, insurance, estate planning, social security and taxation – which is imperative for both individuals and...

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Wealth builder

At Abound we understand that between focusing on your career, maybe supporting a young family or paying off a large mortgage, it is difficult to find the time to pause and set a plan for the future. Our team of...

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