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") a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.


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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.