Financial Planning

Whether you’re just entering the workforce or about to step out of it, a strong financial foundation is essential in every phase of life. You need advice you can trust and understand which allows you to get on with life knowing your future is secure.

Our financial planning team have the expertise and experience to develop a wealth strategy that reflects your life and your goals. Whether you’re growing your wealth, looking to secure it or ready to enjoy it, our team have the services to help you get there with confidence.

  • Wealth creation strategies
  • Superannuation solutions
  • Retirement planning
  • Risk management
  • Insurance
  • Estate planning
  • Self managed superannuation
  • Direct equities

Disclaimers:

Count disclaimer
‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au
Financial Planning disclaimer
Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au
General advice disclaimer
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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no-obligation appointment on (07) 4638 1155