We take a holistic approach to assessing your financial needs, advising on areas such as superannuation, retirement planning, wealth accumulation, personal insurance, budgeting, aged care, and estate planning. Our objective is to help you build, manage, and preserve your wealth in a sustainable way that meets your broader financial objectives.
Our financial advice service encompasses far more than just money management and the placement of investments. We ensure that the right amount of money, goes to the right person, at the right time, tax effectively.
When you come in for your first meeting, we will spend a considerable amount of time understanding who you are and how we can build strategies around what matters to you. We will evaluate the entire scope of your situation and make recommendations that make sense for you financially and personally. Our advisers have a combined experience of 30+ years between them, are well-connected across the industry and adopt a people-first style that helps our clients thrive.
We are authorised representatives of Count Financial Limited, Australian Financial Services Licence #227232. Under our AFSL, we are licensed to provide advice in the following areas:
Personal Insurance
Investment
Superannuation & Retirement Planning
Self-Managed Super Fund
Cash Flow & Budgeting
Estate Planning
Aged Care
Social Security
Personal Insurance
Protect your loved ones from the financial consequences of premature death, permanent or temporary disability, and the diagnosis of a critical illness.
Investment
Accumulate wealth utilising a professionally sourced investment strategy. Your strategy might include shares, property, fixed income products, or a combination of many.
Superannuation & Retirement Planning
Prepare for retirement today by understanding the various retirement products available to you, as well as your eligibility for government assistance.
Self-Managed Super Fund
Take your superannuation into your own hands. An SMSF is a private super fund that you manage yourself, with the assistance of a financial adviser.
Cash Flow & Budgeting
Learn the differences between discretionary spending, fixed expenses and variable expense, and establish a cash-flow structure that doesn’t involve sacrificing your lifestyle.
Estate Planning
Have peace of mind that your assets will be distributed as per your wishes when you are not around anymore. Put tax-effective strategies into place today that will save your beneficiaries time and money after you’re gone.
Aged Care
With the financial arrangements for aged care services becoming increasingly more complex, making an informed decision about funding the cost of car is vital. Aged care services can be affordable with careful planning, but there are a large number of financial decisions to consider carefully.
Social Security
Understand your eligibility for Centrelink income support payments & services, including age pension, carer payment, carer allowance and disability support payment. Add us as a nominee to allow us to manage your payments on your behalf.
