EDUCATION CENTRE
ADVICE STRATEGIES TAILORED TO EVERY LIFE STAGE
Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.
STARTING OUT
This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt. Read More
SPENDING & SAVING
This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in this life stage. Read More
PAYING OFF DEBT
Key objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel. Read More
WEALTH ACCUMULATION
Retirement is close enough but too far away to pro-actively aim for. However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today. Read More
PRE-RETIREE
Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage. Read More
RETIREE
Goals focused on managing funds during retirement and maximising investment returns. Read More
Financial planning services are provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial. Count Financial is 85% owned by Count Limited ACN 126 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney NSW 2000 and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney NSW 2000.
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The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
AB Clements Pty Ltd ACN 621 804 448, trading as Kirby Financial Solutions, is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count Financial”). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ACN 126 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney NSW 2000 and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney NSW 2000.
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.
Any taxation and accounting services are provided by Kirby Financial Solutions are not within the authority of Count Financial Limited’s (“Count”) Australian financial services licence number 227232
