DO YOU WANT TO CREATE YOUR OWN FINANCIAL FUTURE?
We offer a range of services to suit a diverse range of clients. No matter what life stage you are at it is never too soon or too late to seek financial advice.
We will take the time to listen to you to understand your values and create a financial plan to help reach your goals.
WE CAN HELP YOU WITH THE FOLLOWING
- Building Wealth
- Finance Advice to Purchase a Home
- Personal Cash flow Management
- Retirement Financial Planning
- Family Financial Planning
- Investing Strategies
- Asset Protection
GET STARTED TODAY
Complete our 5 Minute Financial Health Check questionnaire and we will contact you to arrange your initial consultation!
OUR FINANCIAL PLANNING TEAM
Contact us today on (03) 9852 7000 to speak to one of our team members about financial planning for you or your business.
*Please note that any SMSF taxation and audit services are not endorsed nor the responsibility of Count Financial Limited.
Nicol & Nicol Pty Ltd, ABN 12 007 357 422 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (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 account of your individual needs, objectives, or personal circumstances
**Kenneth Chung is a Credit Representative 392800 of Finsure Finance and Insurance Pty Ltd ABN 72 068 153 926 with Australian Credit Licence Number 384704
General advice warning: 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.