Abound Paraplanning in Ascot Vale, Victoria, Australia | Financial service

Abound Paraplanning

Locality: Ascot Vale, Victoria, Australia

Phone: +61 1300 226 863

Address: 416 Mt.Alexander Road 3032 Ascot Vale, VIC, Australia

Website: http://www.aboundparaplanning.com.au/

Likes: 47

Add/Update information

Reviews

Tags

• Financial service

25.01.2022 Christmas fun! #christmasataboundparaplanning #gettingintothespirit

25.01.2022 https://fpa.com.au/fintech/ Insightful whitepaper on fintech by @AustraliaFPA. A must-read for all financial planning business owners and managers.

25.01.2022 As we near the end of the 2020/21 financial year, it’s time to consider strategies such as personal concessional and non-concessional contributions, bring-forward non-concessional contributions and carry-forward concessional contributions. It’s also worth considering eligibility for the government co-contribution, spouse contribution tax offset and for individuals age 65 and over, potentially downsizer contributions. Source: https://www.fsadvice.com.au//FS_Advice_Year-end_su...perannua #fsadvice #yearandsuperstrategies #superannuation #contributionstosuper #endoffinancialyear

25.01.2022 They’re different terms we’ve seen used to describe the strategy of combining an account based pension with an accumulation account to start a new account based pension with a higher balance. It’s the simplest way of moving more funds into the tax-free retirement pension environment. #pension #accountbasedpension #taxfreeenvironment #recast #refresh #relodge #recommence

24.01.2022 Every year, the Federal Budget brings us a new set of numbers to love over the next 12 months! #federalbudget2021 #superannuation #contributionlimits #superannuationlimits

24.01.2022 Throwback to our September 2017 staff photo shoot seems like a lifetime ago after everything that happened in 2020, but we’re back on track! #throwback #september2017 #photoshoot #backontrack

24.01.2022 2 years have flown by Djole, Milica, Aleksa and Aleksandra! Their journey with Abound Paraplanning hit a milestone back in December as they were promoted to paraplanners and are no longer juniors. Well done guys and keep up the good work! Thanks for your efforts! #workmilestone #workanniversary #thankyou #2yearsataboundparaplanning #aboundparaplanning #paraplanning #paraplanningaustralia

23.01.2022 #aboundparaplanning #highlyqualifiedandexperiencedparaplanners #costeffectiveservice #fastturnaroundtimes #dedicatedteam

21.01.2022 Happy 6 years Andrea and thanks for all that you’ve done for Abound Paraplanning! We have asked Andrea what she still finds motivating and inspiring in her role of a senior paraplanner. Here is what she has shared with us: A healthy work culture and my teammates are my motivation to do a good job. Also, meeting a deadline and receiving positive feedback from a financial adviser helps me feel like I have accomplished a goal each time I prepare a financial plan. This keeps me motivated to always exceed expectations. #workmilestone #workanniversary #thankyou #6yearsataboundparaplanning #aboundparaplanning #paraplanning #paraplanningaustralia

18.01.2022 A great article by Ian McDermott on the main reasons why ASIC has issues with advice documents every point is spot on! SoA Myths and Mistakes And the solution is ... always a product Poor justifications/tailoring... Over-reliance on templated text Ongoing fee assumption File notes? What file notes? Conflicts need managing, not just disclosure Scope it, scope it good The disclaimer will save me* Full article below. https://www.fsadvice.com.au//soa-myths-and-mistakes-179228 #fsadvice #ianmcdermott #soa #soamythsandmistakes #advicedocuments

18.01.2022 Growing in every possible way! #growth #family #investment #success

16.01.2022 Are you for working from home or in the office? It looks like none of our staff want to spend 5 days a week in the office. We do miss seeing each other in real life, but maybe a few days a week is enough? #workfromhome #office #flexiblework #paraplanning

15.01.2022 Meet one of our teams! #aboundparaplanning #paraplanning #teamspirit #heretohelp #youcanrelyonus

15.01.2022 On a serious note, the cost of financial advice has kept on rising over the last few years. Why? It takes a lot of effort to deliver quality, compliant advice that will stand the test of time. As legislative, economic and personal circumstances change, advice needs to be updated to ensure clients stay on track to achieve their goals. It takes education, knowledge and experience to deliver quality personal advice. We’re here to help. Source: https://www.smh.com.au//dramatic-rise-in-advice-fees-as-pl #financialadvice #clientsgoals #aboundparaplanning #paraplanning #paraplanningservicesau

14.01.2022 #morningcoffee #goodmorning #aboundparaplanning #paraplanning #office

12.01.2022 May you have a prosperous New Year!

09.01.2022 A very interesting strategy discussed by Meg Heffron in this SMSF Adviser article. https://www.smsfadviser.com//20134-downsizer-and-bring-for #smsfadviser #megheffron #downsizer #bringforward #superstrategy

08.01.2022 Meet our staff! #aboundparaplanning #paraplanning #team

08.01.2022 Abound Paraplanning celebrated its 5th birthday in February! We had a wonderful day full of team building activities! :)

02.01.2022 2020 Staff Achievement Awards: The most valuable player award goes to Andrea who was our top income generator for the period from May to October 2020. Well done Andrea! #aboundparaplanning #mostvaluableplayer #2020 #paraplanning #paraplanner #paraplanningservicesau

02.01.2022 Back in the office 2018! #backtowork #fullsteamahead #busy2018

02.01.2022 This group of 3 amazing people came to work for us back in 2014. They have come a long way since then and are now senior paraplanners, team leaders and provide associate adviser services to our clients. Irena, Nikola & Martin, thanks for your hard work over the past 7 years and everything that you have done for Abound Paraplanning! #workmilestone #workanniversary #thankyou #7yearsataboundparaplanning #aboundparaplanning #paraplanning #paraplanningaustralia #associateadviserservice

01.01.2022 Photoshoot September 2017 #aboundparaplanning #paraplanning #team #photomodelsforaday