Planning your
financial future

 

We would all like to be wealthier and afford the things we want. We would also like financial peace of mind during our retirement so we can enjoy this exciting phase of our lives to the fullest. Wealth creation is the long-term pathway for reaching this important goal. But it’s not just about retirement. Along the way there are important opportunities, milestones and events that wealth creation can make possible, affordable and more enjoyable. It’s a lifelong journey.

Our Philosophy

We should enjoy our wealth and all that it brings as we progress through life. Before we retire there are decades of life to be lived and enjoyed by ourselves and with our families and friends. Balancing the ‘now’ and the ‘later’ is the difficult part and this is where the right financial planning advice and a good plan makes all the difference.

Our philosophy is simple. There are five essential building blocks for creating, managing and protecting your wealth and they go together like this:

Save and invest + Grow your superannuation + Protect you and your wealth with insurance + Minimise debt + Minimise your tax.

1. Saving and Investing

2. Superannuation

3. Insurance

4. Debt

5. Tax

This short light-hearted video explains just how easy it is to set yourself a life plan for building, maintaining and protecting your wealth.

Whatever your stage in life, if you are not already receiving financial advice and you don’t have a wealth creation plan in place it is never too late to get yourself on track. You don’t need a lot of money for financial advice to make a big difference as you progress through life and for greater security and peace of mind in retirement.

As a member of Count Financial we have access to a range of solutions that will help you reach your financial goals and objectives, so get in contact with us and let us show you how we can make a difference.

Professional Advice

Financial planning is a natural extension of what we do as accountants and taxation professionals. That’s why we have become a member of Count Financial, which is Australia’s largest network of financial planning accountants and advisors. Count Financial is also a Professional Partner of the Financial Planning Association of Australia Limited.

We can integrate your personal and/or corporate financial activity with your wealth creation goals to maximise your personal wealth so you can live life well and have financial freedom in retirement.

Having all your affairs with one service provider means oversights, missed opportunities and potential compliance issues are minimised. It also means you will pay lower fees through more efficient processes.

A Good Plan

A financial plan is not a ‘set and forget’ document. A plan is a living, dynamic concept with sufficient flexibility to adapt to your changing circumstances and any developments that happen outside your control. A good plan maintains a consistent focus on your goals and objectives.

There are Four Life and Career Stages

At each stage the balance within this formula can be flexible, adaptive and vary depending on your income and the changing needs of you and your family. Whether you are:

Starting out as a young professional or tradie.
A couple or a family in those in-between years
Pre-retirement
Retirement
We can help you make the most of your salary, your superannuation and any investments as building blocks for creating and managing your wealth as it grows. With the resources of Count Financial behind us, we are in a position to give you personalised financial planning advice to guide you through each of these stages and stay on your personal pathway for future wealth creation and a financially secure retirement.

With a plan in place we identify investment opportunities and create diversified portfolios that align with your long-term goals.

We also know that life can also be very unpredictable and set backs can have disastrous outcomes. That’s why for each stage of the journey we recommend the right tools to protect you, your family and your wealth from the unexpected.

Our Six Step Process

We have a six-step process that, whatever your life or career stage, gets you started and creates the foundations of a long-term strategy of wealth creation.

Step One

We meet with you, get to know you and your finances, and understand your financial goals and retirement needs

Step Two

We tailor a personalised financial plan which integrates your current and future income, superannuation, insurance and any additional investments you may have

Step Three

We present you with a Statement of Advice that documents our recommendations and how this achieves your financial goals

Step Four

We implement the plan with your approval

Step Five

We meet with you or touch base regularly to re-assess your needs and ensure your plan remains aligned with your financial goals and objectives

Step Six

We adjust your plan in response to any changes.

Wealth creation is a long-term strategy and we are with you for the long haul. Please click through to your life and career stage to see how we can partner with you, so you and your family can enjoy life now and in the future, and you can have peace of mind knowing you are investing in a financially secure retirement.

Ask us a question or request an obligation free discussion

Before clicking Send, please review the relevant Privacy Statement

Alison Olsen is an Authorised Representative of Count Financial Limited.

Alison Olsen and Accountancy Services Wealth Planning ABN 34 613 634 496 provide financial planning services as Authorised Representatives of Count Financial Limited. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 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. Count advisers are authorised representatives of Count.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

The advice provided is general advice only as, in preparing it we did not take into account your investment 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 investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.