Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Abbott Financial Solutions we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

How we can help

At Abbott Financial Solutions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 4

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

We make the complex simple.

Your local financial partners

Abbott Financial Solutions Pty Ltd is a privately owned and managed business. At Abbott Financial Solutions Pty Ltd we have been providing professional financial planning advice and solutions to our clients since 1972, although Merv has been in the financial services industry continuously
since 1962.

We are qualified professionals who can provide you with advice in a range of financial areas, whatever your current situation.

We pride ourselves on developing excellent working relationships with all our clients to provide comprehensive financial advice based on their individual needs and goals. We are committed to providing you with personalised customer service and professional financial advice,
so you can be sure you have the right plan in place to secure your future. We will also ensure that your Statement of Advice continues to be appropriate for you as your personal situation changes.

Our training, knowledge, skills and dedication translate into high-quality advice, assisting you to achieve financial wellbeing

Abbott Financial Solutions Pty Ltd is an independently owned and managed business. Our practice and the financial planners listed in this document provide services to you as authorised representatives of AMP Financial Planning Pty Limited.