Financial Planning

A financial plan is the best way to make sure your finances meet your immediate and future needs.

A financial plan outlines your goals and how you will financially achieve them. It can include:

  • An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings.
  • Review your wealth protection needs and ensure you are adequately covered.
  • Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
  • Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.

You don’t need to wait until tax time to do a financial plan. Contact us and start your financial plan now!

Summit Financial Advisors is a member of Count Wealth Accountants, the trading name of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Holder Number 227232.