Financial Planning / Sydney
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 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.
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.
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.
Determine income needed and maximise income in retirement by considering investment options,tax strategies and monitoring investment performance to maximise the outcome for retirement.
Tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.
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.
businessDEPOT is an Authorised Representative of Count Financial Ltd 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 LtdACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on theAustralian 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 take into account your individual needs, objectives or personal circumstances.
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