Browse our services
 |
|
|||||||||||||||||
Financial Planning
Please note that our Financial Services division will be undergoing some system upgrades in the near future. These upgrades are being implemented by our licensee, Count Financial Limited. We anticipate that these upgrades will be fully implemented by the end of March 2012. We apologise for any delays or inconvenience that this may cause and thank you for your patience.
For those clients who utilise our on-line 'My Net Wealth' service:
Due to the above mentioned system upgrades, we cannot guarantee access to 'My Net Wealth' or the accuracy of the information available during this time.
Following the implementation of these upgrades by Count Financial Limited, 'My Net Wealth' access will cease to be provided free of charge. Due to the change in operation of the 'My Net Wealth' system, Count Financial Limited will be imposing a small fee for the provision of this service which we are unable to absorb. We request that you contact us should you require further information or wish to register for the new 'My Net Wealth' service.
If you have any questions or require our assistance please do not hesitate to contact us.
Wise Lord Ferguson ABN 23 563 132 864 provides its financial planning services as 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.
Please note that our Financial Services division will be undergoing some system upgrades in the near future. These upgrades are being implemented by our licensee, Count Financial Limited. We anticipate that these upgrades will be fully implemented by the end of March 2012. We apologise for any delays or inconvenience that this may cause and thank you for your patience.
For those clients who utilise our on-line 'My Net Wealth' service:
Due to the above mentioned system upgrades, we cannot guarantee access to 'My Net Wealth' or the accuracy of the information available during this time.
Following the implementation of these upgrades by Count Financial Limited, 'My Net Wealth' access will cease to be provided free of charge. Due to the change in operation of the 'My Net Wealth' system, Count Financial Limited will be imposing a small fee for the provision of this service which we are unable to absorb. We request that you contact us should you require further information or wish to register for the new 'My Net Wealth' service.
If you have any questions or require our assistance please do not hesitate to contact us.
 |
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!
Wise Lord Ferguson ABN 23 563 132 864 provides its financial planning services as 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.
Copyright Wise Lord & Ferguson © | Disclaimer | Site Map | Software solutions for accountants by Acclipse
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.