Financial Planning
 |
A financial plan is the best way to make sure your finances meet your immediate and future needs.
A financial plan outlines your goals and how you will financially achieve them. It can include:
- An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings.
- Review your wealth protection needs and ensure you are adequately covered.
- Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
- Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
You don’t need to wait until tax time to do a financial plan. Contact us and start your financial plan now!
Accountcorp Group Services (ABN 62 149 647 873) offers financial advice as an Authorised Representative of Count Financial Limited (Count), Australian Financial Services Licence Number 227232, using Count's Approved Product List
However, any advice, products, services, or other information provided with respect to or in relation to property investment is not covered by Count's Licence and is not contained on Count's Approved Product List. Specifically, Count makes no representations about the content and suitability of information regarding property investment or advice to you by Accountcorp Group Services.
In particular, Count does not warrant, guarantee or make any representations regarding the correctness, accuracy, reliability, currency, or any other aspects regarding characteristics or use of the information presented with respect to property investment. In no event shall Count be liable for any special, indirect or consequential damages or any damages whatsoever resulting from information or advice regarding property investment, whether in an action of contract, negligence or tort, arising out of or in connection with the information or advice received.
Accountcorp Group Services is an Authorised Representative of Count. 'Count' and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
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.
 |
 |
 |
 |
 |