Summit Financial Advisors, Newcastle, NSW
Summit Financial Advisors, Newcastle, NSW

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EDUCATION CENTRE

ADVICE STRATEGIES TAILORED TO EVERY LIFE STAGE

Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.

STARTING OUT


This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt. Read More


SPENDING & SAVING


This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in this life stage. Read More


PAYING OFF DEBT


Key objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel. Read More


WEALTH ACCUMULATION


Retirement is close enough but too far away to pro-actively aim for. However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today. Read More


PRE-RETIREE


Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage. Read More


RETIREE


Goals focused on managing funds during retirement and maximising investment returns. Read More


Financial planning services are provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 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.


We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy.


The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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.

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