Financial Planning

We believe in a comprehensive approach to financial planning (in fact, it should be called life planning) as it is really about aligning the great life that you want to live, with all the financial stuff. Financial planning is a process, not a product. Financial planning isn't perfection, there are a lot of things that you just can't control (share market, interest rates, property prices, the economy, world events, and event death)

Financial Planning is not about finding THE BEST investment. Investments are important but this is only part of the value. The real value comes from the strategies and the relationship. Getting to know you really well, using the right strategies, keeping things current, helping you to stick to the plan, flexibility to adjust as well as risk management.

Bringing the two together will help you achieve your goals and live the lifestyle that you want to live.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.

Chris Reed, Sarah Power, Kerry O’Malley are Authorised Representatives of Count Financial Limited.

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.

Business Concepts Group Pty Ltd 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 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, 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 take into account your individual needs, objectives or personal circumstances.