Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income. Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

As a Count Financial Adviser ('Adviser'), we provide financial planning services to you as an Authorised Representative of Count. We act on behalf of Count which means that we are responsible for the services outlined in the FSG. For more information relating to this guide & what services we can provide, please read the Financial Services Guide.

Don't take unnecessary risks with your future! Allow the professionals at Accounting & You to guide you towards achieving your financial goals.

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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