Financial Planning

Understanding and staying on top of all the various financial options – including the implications of ever-changing tax laws – is a full time job for an expert.

But the real task of financial planning is in understanding your individual needs, to chart a financial course that delivers the best for you now and as your circumstances change in the future.

This is not a job for a salesperson with a grab bag full of “products” or even for a bank employee working on commission: if you want expert advice you can trust to be based entirely on your best interests, turn to your accountant.

Please, do not fail to plan your finances. A little planning now will improve your quality of life in the future. And don’t think that somehow this is not for you: the less you have, the nearer you are to retirement: the more you need financial planning.
Apart from providing traditional accounting services, as a Count Wealth Accountant we can help our clients in the following areas:

Your strategic financial plan

We educate our clients and help them make informed decisions about their future.So whether you’re just starting out or approaching retirement, we will guide you through the financial confusion by providing you with a written plan that when followed, gives you greater control over your financial future.
Apart from providing traditional accounting services, as a Count Wealth Accountant we can help our clients in the following areas:

  • Financial Planning
  • Wealth Creation
  • Wealth Protection
  • Superannuation
  • Home and investment loans [referral service] *
  • Business loans and leasing [referral service] *

We will assess your current financial position, listen to your goals in life and then guide you step-by-step with a written plan tax-effectively tailored to you to create, build and preserve your wealth - without undue risk.

Call us for a review of your situation.

* Lending services are referred to Finconnect (Australia) Pty Ltd ABN: 45 122 896 477 Australian Credit License No 385888 a wholly owned subsidiary of Count Financial Limited.

Count is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. ‘Count’ and Count Wealth Accountants® are trading names of Count. Count advisers are authorised representatives of Count.