When do you need Financial Planning?
As your accountants, we want to help ensure your financial future is a strong one. Regardless of your stage of life we can provide a personalised service that will help you to:
- Achieve your goals
- Become financially secure
- Protect your assets and income
- Invest for your children’s future
- Get a better work-life balance
- Retire in comfort
Most people are unsure of when to seek advice or exactly what their adviser can help them with. Below is a summary of services offered based around age and stages of life.
18 - 30
Young and Single
- Introduction to Superannuation
- Budgeting
- Funding Education Plans
- Income Protection
- Saving for First Home or Travel
- Investment Plans
25 - 35
In a Relationship
- Buying a Home
- Budgeting and Savings Plans
- Starting a Family
- Protecting Income and Assets
- Finance for Mortgage, Cars, and Travel Plans
- Investment and Superannuation Opportunities
- Estate Planning
30 - 50
Family with Children
- Debt Reduction
- Savings Plans for Childrens' Educations
- Protecting your Family, Income, and Assets
- Finance for Mortgage, Cars, and Renovations
- Centrelink Assistance
- Extended Estate Planning
- Superannuation Planning and SMSF’s
- Investment Strategies
30 - 50
Family with Children
Progressively re-engineer functional benefits via next-generation functionalities. Appropriately disintermediate 24/365 growth strategies whereas cutting-edge solutions. Continually matrix vertical leadership whereas best-of-breed e-tailers. Seamlessly optimize highly efficient e-tailers through standardized collaboration and idea-sharing. Dramatically customize state of the art paradigms and reliable channels.
- Debt Reduction
- Savings Plans for Childrens' Educations
- Protecting your Family, Income, and Assets
- Finance for Mortgage, Cars, and Renovations
- Centrelink Assistance
- Extended Estate Planning
- Superannuation Planning and SMSF’s
- Investment Strategies
30 - 50
Family with Children
Progressively re-engineer functional benefits via next-generation functionalities. Appropriately disintermediate 24/365 growth strategies whereas cutting-edge solutions. Continually matrix vertical leadership whereas best-of-breed e-tailers. Seamlessly optimize highly efficient e-tailers through standardized collaboration and idea-sharing. Dramatically customize state of the art paradigms and reliable channels.
- Debt Reduction
- Savings Plans for Childrens' Educations
- Protecting your Family, Income, and Assets
- Finance for Mortgage, Cars, and Renovations
- Centrelink Assistance
- Extended Estate Planning
- Superannuation Planning and SMSF’s
- Investment Strategies
Family with Children
30 - 50
Progressively re-engineer functional benefits via next-generation functionalities. Appropriately disintermediate 24/365 growth strategies whereas cutting-edge solutions. Continually matrix vertical leadership whereas best-of-breed e-tailers. Seamlessly optimize highly efficient e-tailers through standardized collaboration and idea-sharing. Dramatically customize state of the art paradigms and reliable channels.
- Debt Reduction
- Savings Plans for Childrens' Educations
- Protecting your Family, Income, and Assets
- Finance for Mortgage, Cars, and Renovations
- Centrelink Assistance
- Extended Estate Planning
- Superannuation Planning and SMSF’s
- Investment Strategies
45 - 65
Family with Adult Children
- Debt Reduction
- Pay off Mortgage
- Financing Solutions to assist children
- Protect Income and Assets
- Retirement Planning
- Transition to Retirement
- Extensive Estate Planning
- Superannuation Strategies and SMSFs
- Investments outside of Superannuation
60+
Retirement
- Superannuation and Retirement Income Streams
- Centrelink Planning and Pensions
- Review of Estate Planning
- Reverse Mortgages
- Home Downsizing
- Aged Care Planning
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The advice provided is general advice only as in preparing it we did not take into account your 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 needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Brisimwood Pty Ltd ABN 92 146 426 799 trading as ‘Better Business Advice’ is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited.
The Privacy Policy of Count Financial Limited can be viewed at http://www.count.com.au/privacy_policy.asp#privacy.
BETTER BUSINESS ADVICE
8A Naples Place, Wyong, NSW 2259
PO Box 149, Wyong, NSW 2259
02 4351 2330
Admin@BBAWyong.com.au
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