Welcome to the Circle of Trust ...

All Round is a wealth management and financial advisory company with a strong commitment to the local community.

We aim to be your one stop solution to financial freedom through holistic Financial Advice that is specifically tailored to your financial needs.

We believe that everyone should have the right to enjoy a secure financial future and we are passionate about helping people make their goals and dreams become a reality.

Regardless of whether you are saving to buy your first home, starting a family, looking to invest in shares or property, or planning for retirement, we have the skills and expertise to help you.

We'll help you to plan for your future, with clear goals, objectives and strategies that are designed to protect and grow your financial wellbeing. Regardless of where you are along life's journey the benefit of professional financial advice can be life-changing.

We are a local Port Macquarie based business and we understand the needs of people in this beautiful Hastings region.

Should you wish to consider our services, you can be assured of our commitment to your financial wellbeing now, and into the years ahead.

Our approach is to understand and assist each client with achieving their investment objectives and goals.  Experience shows that every client has individual situations, experiences, goals and comfort levels with risk and return factors.

  • We assist you to plan for your future.
  • We assist you to make smart investment decisions.
  • We help you build on your existing investments, generate income and protect your assets.
  • We take the time to understand your needs, goals and aspirations.
  • We have a proven ability to sustain long term relationships with our clients.
  • We are a local Port Macquarie based business and we understand the needs of people in this beautiful region of the Hastings.

We are part of the Ottavo Financial Group which is a private investment company dedicated to investing in high quality Financial Planning Practices throughout Australia. It was created to meet the demand for the delivery of high-quality financial advice to an increasing population.

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Bernard Begg

Managing Director – Senior Partner

Jason Lund

Senior Financial Planner

Trudy Donnelly

Implementation Manager

Ruby Porciuncula

Implementation Manager

Prabhdeep (Sunny) Ahuja

Implementation Manager

Anil Chaudhary

Para Planner

Belinda Johan

Para Planner

Nicola Gibson

Client Service Manager

Hemlata Raghav

Client Service Manager

Marcelle McCallum

Client Service Manager

Lauren Swain

Practice Manager

Get started

Book a complementary initial consultation and discover how you could own your tomorrow