Our Abundant Approach
The Abundant Advisory experience is designed to help you plan, create and achieve an Abundant Life.
a·bun·dant life /əˈbʌndənt laɪf/ noun
A state of financial and personal fulfilment characterised by:
Having the means to protect and provide for loved ones
The freedom to choose one's path without constraint
Creating lasting positive impact beyond one's lifetime
Origin: Coined by Abundant Advisory to describe the outcome of strategic wealth management aligned with personal values.
Your complete financial plan comes together with precision and purpose. Through our signature Abundant Framework, we detail every strategy, recommendation, and alternative to consider.
From cash flow and tax projections to investment selections and wealth structures - every element is carefully evaluated and clearly explained.
We then walk through each recommendation together, helping you understand not just what we propose, but why it makes sense for your situation.
Blueprint development: 3-4 weeks
Presentation meeting: 60-90 minutes in person or virtual
Life happens. Markets shift. Laws change. We stay on top of everything so you don't have to. We:
Meet annually or six-monthly to review progress*
Make strategic adjustments as your life evolves
Coordinate with your team of financial professionals
Handle the heavy lifting, keeping tasks moving forward
Keep you accountable for important actions
Act as your first call for any financial decision, big or small
Prevent opportunities from slipping through the cracks
Provide proactive updates on your progress
*Review schedule agreed with your Financial Planner based on your needs.
STEP 1: ALIGNMENT CHAT
Let's have a 20-minute virtual chat to see if working together makes sense.
STEP 2: DISCOVERY
We'll get a birds eye view of your entire financial situation, talk about what keeps you up at night, and find out what you're really working toward.
This helps us understand both where you are now and where you want to be.
60-90 minutes - In person or virtual
STEP 3: STRATEGIC PLANNING
We'll show you where we can add value to your situation - the quick wins and the longer-term strategies that can make a big impact on your financial trajectory.
Your buy-in matters as much as the strategy itself. This is a mutual commitment, and we need you fully on board with the plan we build.
By the end, you'll have a clear picture of what's possible and understand exactly how we work with you - including all costs - so you can confidently decide if we're the right team to help transform your financial success into lasting wealth and true freedom.
60-90 minutes - In person or virtual
STEP 4: WEALTH BLUEPRINT
STEP 5: PLAN IMPLEMENTATION
This is where your financial plan goes from words on a page to real momentum.
We turn strategies into action, coordinating seamlessly with your team of financial professionals - from accountants to lawyers. We handle the heavy lifting and keep you informed at every step,
3-6 months to implement depending on complexity
STEP 6: ONGOING PLANNING
What we will do
Protect your interests first and always
Every recommendation passes our simple test: "Would we suggest this to our own family?" If not, it doesn't make the cut.
Create clarity from complexity
We translate financial jargon into plain English so you actually understand what's happening with your money.
Handle the heavy lifting
We do the paperwork, chase the professionals, and manage the moving parts—you've got better things to do.
Have the tough conversations
When emotions are running high or markets are crashing, we'll be the voice of reason that keeps you from making costly mistakes.
Go beyond the surface
We dig into the details that others miss—coordinating with your accountant, lawyer, and mortgage broker so nothing falls through the cracks.
Build real relationships
Our clients become like family—we're in it for the long haul, through career changes, family milestones, and whatever life throws your way.
Play by the rules
We abide by the Financial Planning Association's Code of Professional Practice.
What we won’t do
Push products you don't need
We're not in the business of selling financial products to earn commissions—we're here to solve your problems.
Promise overnight riches
Get-rich-quick schemes are for late-night infomercials, not serious financial planning. We focus on sustainable wealth that lasts.
Use cookie-cutter solutions
Your situation is unique—we don't believe in one-size-fits-all advice that ignores what makes your circumstances special.
Speak in confusing jargon
We won't hide behind complex terminology to make ourselves sound smarter or leave you nodding along without understanding.
Leave you hanging when markets drop
We don't disappear when things get tough. That's actually when we show up most—with perspective, reassurance, and practical next steps.
Work with everyone
We're intentionally selective about our clients because delivering exceptional service means saying "no" sometimes—even when it's hard.