Providing holistic, pragmatic and valuable advice to ensure you make the most of your current financial position and achieve the financial future you want.
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Count also provides speciality Wealth Advice services including:
Navigating the complexity of Home and Residential Aged Care. We can provide financial advice to ensure your assets and income are structured effectively, managing any changes to your pension payments and ensuring you have sufficient income to support your lifestyle and care needs.
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Building effective savings strategies that help maximise your income and minimise your tax, by implementing regular savings plans to help you stay on track in meeting your lifestyle goals.
Understanding your financial position to assess your eligibility for Centrelink assistance in retirement. We can help to assess your circumstances and provide the right advice on receiving Centrelink payments.
Helping you understand and manage your defined benefit obligations and the overall impact on your superannuation.
Delivering a clear picture of the scope of your estate and advise you on the best plan to provide for your beneficiaries. We provide advice that helps minimise tax implications and protects beneficiaries including guardian appointments, benefit nominees, trusts, and ongoing review of these arrangements.
Guiding your investment strategy with the provision of relevant and timely information. A Count financial adviser can explore the pros and cons of each asset class, assess why certain asset classes are more appropriate for different types of investors and help tailor a plan to your unique circumstances.
Helping you understand the right solution for your income in retirement. This might include a regular retirement income stream such as an account-based pension or an annuity. Some retirees may also be eligible for an Age Pension or other benefits from the Australian Government.
Managing your investment risk by helping you to understand the trade-off between risk and return and how to manage investment risk. We can help assess your risk profile and identify the type and mix of investments that will best help you achieve your financial and lifestyle goals.
Preparing a strategic financial plan tailored to your unique goals and objectives, with recommendations on the right portfolio mix to suit your risk appetite and personal circumstances.
Determining the best approach for your transition to retirement strategy. This may give you more flexibility and allow you to take advantage of tax concessions to help you achieve the lifestyle and super balance you want.