Our Advice

Investing

  • Putting a strategy in place to grow your wealth

Share Transaction Services

  • Both advisory and non-advisory with optional access to view your portfolio and the latest market information
  • We offer a full advisory service and can work with you to create a direct share portfolio tailored to suit your goals and investment preferences
  • In addition, we also offer a fast and efficient service for non-advisory share sales

Self-Managed Superannuation Funds

We can help you to decide whether a self-managed superannuation fund is suited to your needs. See our checklist.

SMSFs offer:

  • Greater personal control
  • Concessional tax treatment of super investments
  • Flexibility to tailor investment strategies
  • Cost effective administration structure for larger balances; and
  • Estate planning opportunities

Retirement income strategies

  • Contribution strategies to boost your retirement savings
  • Investment strategies to boost your retirement savings
  • Transition to retirement strategies
  • Ongoing review to ensure that your strategy remains appropriate to your circumstances and goals

Aged Care

Providing support for you and your loved ones when deciding how to manage the considerable costs of aged care.

Personal Insurances

We can show you how to protect your/your family’s financial security using personal insurances. This will:

  • Give you peace of mind that no matter what happens to you, your family will be ok financially;
  • This will help you focus on recovering physically and emotionally if the worst did happen

Motor Vehicle & Equipment Finance

  • We can show you:
    • How to buy motor vehicles or other assets without having to pay the full amount upfront
    • What additional tax benefits are available for businesses
  • Pre-approved finance
  • We can also assist in establishing pre-approved credit limits. This means quicker turnaround at the time of purchase
  • Maximise your depreciation and tax deductions
  • With the assistance of your accountant, we will help structure an equipment finance arrangement that is optimal from the point of view of your tax and cashflow situation, including deductions for depreciation and interest
Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No.385888 a wholly owned subsidiary of Count Financial Limited.

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