I'm an Adviser I'm after Advice MENU We believe the foundations of successful investing are knowledge, experience and insight. Why choose a Count adviser What we do Count’s network of financial advisers are licensed to provide advice on some or all of the following financial products and services: Savings accounts and term deposits Treasury bonds and notes Managed funds Listed shares and exchange traded funds (ETFs) Superannuation, SMSFs and retirement savings accounts Margin loans Insurance (life, trauma, income protection and business overheads) Who we can help Young and starting out You’re never too young to think about how financial advice can benefit you. Whether it’s saving for your first home, or wanting a plan in place to protect your loved ones, commencing your advice journey at a young age will set the foundation to achieve your future goals and objective. Working professionals As your career grows, your expenses often do the same as new challenges like mortgage repayments and raising a family come into the picture. If you’re in this phase of life, financial advice can help you have the right plan in place to let you focus on living. Pre-retirees As you start winding down from full time work, a Count financial adviser can help you determine and achieve your retirement goals, so that you can achieve the lifestyle you desire. They can also help with transition to retirement strategies that give you more flexibility to take advantage of tax concessions and improve your super balance. Retirees When you’ve stopped working, it’s natural to enjoy the newfound freedom but it can also be a daunting financial prospect if you’re used to a certain lifestyle. A Count financial adviser can help you set up regular income streams like account-based pensions and annuities, or determine if you’re eligible for Age Pension and other government benefits. Discover more about the value of advice At Count we believe the foundation of successful investing are knowledge, experience and insight. You can access our ongoing publications that help keep you up to date with information about the value of advice, investing and key events that are occurring in the financial world. > Now&Next - Winter 2020 edition Who we are Our purpose What we offer Media Centre Contact us 02 8218 8778 Mon – Fri 9:00am - 6.00pm (Sydney time) Important information: This web page may contain general advice. It does not take account of your objectives, financial situation or needs. You should talk to a financial adviser before making a financial decision. This web page has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count). Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) 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. 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. Count Wealth Accountants® is the business name of Count. Count advisers are authorised representatives of Count. While care has been taken in the preparation of this web page, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page. Terms and Conditions Privacy Policy Whistleblower Policy © Copyright 2021 Count