Financial advice done right doesn't just change account balances—it changes lives.

What abundance means to us

Abundance isn't about excess. It's about having financial confidence to:

  • Provide yourself and your family with the important things in life at every stage

  • Have the freedom to choose what comes next

  • Create security for the people you love

  • Make an impact that outlasts you

Founders Timothy Lee and Simran Dhillon dressed in suits in their office with the Sydney Harbour bridge behind them

Why we built Abundant

We didn't set out to be just another financial planning practice.

For us, it's about changing trajectories – for ourselves and our clients - for the people who depend on us and the generations who'll follow.

What we do goes far beyond helping people put money in super and managing investments. 

As personal CFOs, we oversee our clients’ entire financial world. Clearing those nagging financial tasks off their mental to-do lists, freeing them up to focus on what they do best, confident everything's running smoothly behind the scenes.

We do the thinking and the tinkering - handling the paperwork, phone calls, urgent emails, and coordinating with other professionals.

Meet our Team

Helping clients across Australia

  • Simran Dhillon in a navy blue suit + white shirt, sitting in front of a large window overlooking Sydney Harbour and the Harbour Bridge.

    Simran Dhillon

    CO-FOUNDER | PRINCIPAL FINANCIAL PLANNER

    Meet simran
  • Timothy Lee in a navy blue suit with a white shirt, sitting in front of a large window overlooking Sydney Harbour and the Harbour Bridge.

    Timothy Lee

    CO-FOUNDER | PRINCIPAL FINANCIAL PLANNER

    MEET TIM
  • James Weyler in a navy blue suit with a white shirt, sitting in front of a large window overlooking Sydney Harbour and the Harbour Bridge.

    James Weyler

    SENIOR FINANCIAL PLANNER

    MEET JAMES
  • Black and white portrait of Stephanie Cruz smiling in a black high neck blouse

    Stephanie Cruz

    EXECUTIVE ASSISTANT

  • Black and white portrait of Corinne in a black collared shirt

    Corinne Hewlett

    FINANCIAL PLANNING ASSISTANT

  • Black and White portrait of Ella smiling

    Ella Juliane

    ADVICE IMPLEMENTATION SPECIALIST

  • Black and white portrait of Philip in a suit with striped tie

    Philip Camarillo

    CLIENT SERVICE OFFICER

Why work with us?

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Precision with purpose

Every recommendation, every strategy, every decision is carefully executed to strengthen your financial position. We sweat the small stuff so you don't have to.

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Always in your corner

You get a dedicated team that knows your story inside out. No call centres, no rotating faces - just direct access to advisers who understand what matters to you.

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Built to last

We're here for the long game. While others chase quick wins, we're designing strategies that work harder and reach further, protecting your wealth for generations to come.

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Clarity through complexity

We turn financial noise into clear action steps. You'll always understand exactly where you stand and where you're headed, without the industry jargon.

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Beyond the numbers

Smart money moves aren't just about returns - they're about creating the future you want. We connect your financial decisions to what matters most in your life.

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Standards that never slip

We hold ourselves to the highest standards because that's what your wealth deserves. When you win, we win - and we never forget it.

  • Providing specialist financial advice and wealth management services to medical specialists, tech executives, C-suite leaders and business owners across Sydney, Brisbane and Melbourne. Our comprehensive financial planning approach helps high-income professionals build and protect wealth through strategic investment management, tax planning, and retirement strategies tailored to your unique circumstances.