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:
Strategic planning
Insurances
Investment
Super and Retirement planning
SMSF
Budgeting
Estate planning
Age care
Social Security
Strategic planning
Our strategic planning services help you define clear, actionable goals that drive you forward. We work with you to create a focused roadmap, aligning your resources and efforts with your long-term vision for success. By continuously reviewing and refining these strategies, we ensure you stay on track to achieve your financial objectives.
Insurances
Protect your loved ones from the financial consequences of premature death, permanent or temporary disability, and the diagnosis of a critical illness. We help you assess the right level of cover, ensuring that your family’s financial security is safeguarded in a tax-efficient manner. Our tailored advice considers your unique circumstances and financial commitments.
Investment
Our investment strategies are crafted to align with your financial goals while managing risk and optimising returns. We take a comprehensive approach, considering not just market conditions and economic trends, but also your personal values and long-term objectives. Whether you're focused on growing your wealth, preserving capital, or achieving specific financial milestones, our tailored solutions are designed to meet your unique needs.
See moreSuper and Retirement planning
We provide expert advice on superannuation and retirement planning to help you make informed decisions about your future. From understanding the best super products to navigating government assistance, we guide you in structuring a retirement strategy that aligns with your lifestyle goals. Start planning today to secure a comfortable future.
SMSF
For those who want more control over their superannuation, we offer expert SMSF guidance. Managing your own super comes with significant responsibilities, and we ensure you're equipped with the knowledge and support needed. From compliance to investment decisions, we help make the process straightforward and effective.
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. With proper planning, you can achieve financial freedom without sacrificing the lifestyle you enjoy today.
Estate planning
We provide tailored estate planning solutions to ensure your assets are distributed according to your wishes in the most tax-efficient way. By putting structures in place today, you can safeguard your family's financial future and reduce the administrative burden on your beneficiaries after you're gone.
Age 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.
