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Financial Services
Wealth Accumulation
As Chartered Accountants, we have the expertise to ensure your wealth accumulation strategy is structured in a tax effective manner to maximise the value of your investments. With detailed understanding of your financial affairs, we are the ideal choice to cover all your financial services needs.
For more information about Wealth Accumulation please see the following:
Secrets of Successful Investing
Investment Reviews
Investment reviews are vital to the success of any financial plan. We provide accurate up-to-date reporting on your investment portfolio. This means we are monitoring your financial plan regularly to ensure your investment strategy and portfolio remains appropriate to your goals and objectives. In addition, you receive full access to ‘My Net Wealth’, an online function allowing you to view your portfolio and associated reports 24 hours a day so you can keep track of your investments at your leisure.
For more information about Investment Reviews please see the following:
Is Your Financial Strategy still on Track
Wealth Protection and Risk Management
We can provide independent advice on a range of products, such as income protection, trauma, total permanent disability cover and life insurance, to ensure your wealth is protected and your long-term financial security is maximised.
For more information about Wealth Protection and Risk Management please see the following:
Why Wealth Protection
Have you Insured your Greatest Asset
Superannuation
Superannuation remains the most tax effective way to accumulate funds for retirement. We can help you determine the best way to contribute to super to maximise your nest egg for retirement and minimise tax and superannuation surcharge. We have expertise in both the establishment and administration of self-managed superannuation funds and also advise on corporate superannuation plans.
For more information about Superannuation please see the following:
Stretch your Dollar with Super
Funding your Retirement
The Government Co-Contribution
Take Control of your Retirement Savings
Transition to Retirement Account Based Pensions
Lending & Financing Solutions
We can advise on asset purchasing, leasing, hire purchase and financing strategies and recommend a range of independent products at competitive prices to put the best strategy into place. We also provide independent advice on a range of home lending products.
For more information about Lending & Financing Solutions please see the following:
Mortgage Health Check
Outgrown Your Mortgage
Is Your Home Loan Right for You
Interest Rates are Rising
Need Asset Financial to Grow your Business
Traps and Warnings when considering Car Dealer Finance
The Power of Offset Accounts
Fund Placement & Share Trades
In addition to our full advisory services, we also offer non-advisory services whereby, based on your information we can buy and sell shares and units in managed funds. We can action your request in a timely, cost-effective manner.
Managed Funds
Risk and Return
Please click here for additional Financial Service Brochures.
Our firm is a member of Count Wealth Accountants, ABN 19 001 974 625, Australian Financial Services (AFS) Licence Holder Number 227232.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
