Same Sex

Same Sex

As a member of the LGBT community, I understand the unique challenges
facing same sex couples and the particular financial considerations,
goals and strategies LGBT couples might have.

~ Clinton Smith, Director/Senior Financial Adviser & Same Sex Advice Specialist

– Abound Financial & Lifestyle Planning

What we do?

At Abound, we are committed to:

How we help?

Abound Financial and Lifestyle Planning understand that LGBT 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 couples to factor into their financial plan.
As an all-inclusive organisation, Abound Financial and Lifestyle Planning are pleased to provide the LGBT community with specialised, confidential and compassionate financial advice.

Testimonials

Clinton is professional, succinct and explains and unpacks potentially complex issues into easy tangible terms. I would highly recommend him/Abound!

Darren Riggon Geelong West, Victoria

We started receiving financial planning advice from your team earlier this year. Having worked with many financial advisers in the past, we've been hugely impressed with the team's professionalism, insights and expert handling of our accounts.

Paul Calder Hong Kong

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