FINANCIAL PLANNING SERVICES

Better Business Advice - Financial Planning

Financial Planning is a very personal service correlated to your stage of life. We’ll help you with whatever financial planning services you need tailored to suit your needs and objectives.

Read on to discover the services we offer…

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
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

Send us a message

Want to talk to us about Financial Planning?

Send us a message below, and we'll get back to you as soon as we can!

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 Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 11 126 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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 https://www.countplus.com.au/privacy-policy/.

BETTER BUSINESS ADVICE

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PO Box 149, Wyong, NSW 2259

02 4351 2330

Admin@BBAWyong.com.au

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