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Contact UsFinancial Planning / Sydney
one place to
look to your future
we'll protect you from the unknown hurdles that come up with both business and life
Whether you’re a business owner or a professional, your life is busy and often your personal finances will take a back seat. By engaging a financial planner, you can have a strategy 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. Talk to our Sydney financial adviser today.
financial planning is not just about investments
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 strategies, building and managing wealth, risk management, and living comfortably in retirement.
We help you put your financial life on autopilot to give you the time back to focus on other things.
our financial planning services
personal risk management
Solutions to ensure you and your family are protected against unforeseen events by providing income protection and covering your family through personal insurance options.
business insurance
Enabling your business to continue to operate effectively in the event of a disability, unforeseen illness or even death.
Superannuation
Contribution strategies, salary sacrificing and to build wealth and minimise tax considering the most appropriate fund for your needs.
retirement planning
Determine income needed and maximise income in retirement by considering investment options, tax strategies and monitoring investment performance to maximise the outcome for retirement.
smsf advice + strategies
Tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.
wealth creation
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.
who we help
retirees
We recognise that everyone has different needs and can tailor our services to suit you.
business owners
By having both your business and super with us we can ensure you won’t miss out on the opportunity of having the two work together for you.
women + super
We offer support for women in making crucial super decisions and provide information so that they are confident in the decisions that they are making.
young professionals
We educate young professionals about how they establish and run their SMSFs in a way that keeps their costs low while they are building up their wealth.
couples & families
We assist couples and families to secure their futures together.
high net worth individuals
We have the expertise to maintain and grow your wealth.
pre-retirees
Enjoy the present, knowing our financial planners will help can walk into retirement with confidence.
Sydney crew
Our memberships
We're a member of Count
Count is Australia's leading network of accounting-led financial advice businesses.
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want to get in touch?
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.
Contact Us
Business Depot Financial Planning SYD Pty Ltd ABN 18 611 694 421 is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count 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.
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.
You can view Count's privacy policy here and Count's Financial Complaints Policy here.
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