Financial Planning / Financial Planning
Whether you are a business owner or a professional, your life is busy and your personal finances will often take a back seat. By engaging a financial advisor you can have a plan for your personal finances and make sure that this doesn’t slip through the cracks. It will not only help you hit your lifestyle goals now but also for the future. A planner can help you separate your personal wealth from the business where possible and set up strategies to protect you from the unknown hurdles that come up in both business and life.
It is about setting goals that will help you achieve financial stability to allow you to live the lifestyle you choose. This can be achieved through a focus on short and long-term wealth accumulation, family office support, finance broking, savings plan and personal budgeting strategies.
At businessDEPOT we match you to a trusted referral partner that we think will be best matched for you to meet your needs at whatever stage of your financial life cycle.
Solutions to ensure you and your family are protected against unforeseen events by providing income protection and covering your family through personal insurance options.
Enabling your business to continue to operate effectively in the event of a disability, unforeseen illness or even death.
Contribution strategies, salary sacrificing and to build wealth and minimise tax, considering the most appropriate fund for your needs.
Tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.
We will look after everything so you can do what you have worked so hard for during your working life. From collecting your mail, facilitating discussions with all of your advisers, maintaining your personal accounts and making your payments for you, we will take the stress away so you can relax.
Wealth creation is about setting your financial goals and planning your investment strategy to meet them. Choosing how and where to invest your earnings is a hard decision to make on your own. We will work with you to determine the best way to make your money work as hard as it can for you.
Great! We'd love to hear from you. We're here to help and happy to kick things off with a coffee and a chat about your future.
Count is very specific about the changes that need to be made, we need to follow their instructions and not put our own take on the requirements. Please see attached a website checklist for the NSW/Count Financial Planning page.
We send tailored updates straight from our team of specialists to your inbox.