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Financial Planning: Wealth Accumulation*

Investment types
You don’t need a lot of money to get started, but you do need a good understanding of the different types of investments that will help you achieve long-term wealth. We can explain all your options and help you with: 

  • • Managed funds
  • • Self Managed Super Funds (SMSF)
  • • Share transactions

Here are some initial questions you should consider when investing your money. 

  • • What are my financial goals?
  • • How much money should I invest?
  • • How should I invest?
  • • What are the tax implications?
  • • How long will I invest?

How to Create Wealth
 

1. Plan
What are your life goals? Financial goals will tend to mirror your life goals. For example, if one of your life goals is to travel, then you will need enough funds for airfares, accommodation, tours etc. Discussing your life goals will help your adviser determine how much wealth you need to realise those goals.

2. Create
We will recommend different investment vehicles and strategies to help you create wealth tax-effectively.

3. Protect
The corner stone of any wealth creation plan is protecting it. No one likes to think about bad things happening but it’s important to consider our loved ones in the event that they do happen. What happens if you suddenly fall ill, are involved in an accident, permanently injured or even die?

4. Review
It is inevitable that events in our lives will often change our priorities and force us to re-evaluate our goals. Regularly reviewing your financial situation will ensure you are still on-track to achieving your life goals.

 

* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia 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.

Financial Planning Services: