PLAN FOR IT WISELY

IT'S YOUR FUTURE

FINANCIAL PLANNING

Professional financial planning can make a big difference in helping you to achieve your financial and lifestyle goals both now and in the future.

FINANCIAL PLANNING
When you make an appointment with our financial advisory division to discuss your financial future, we will take you on a journey to explore your goals and aspirations, from a lifestyle, values, and financial perspective.

Our financial advisory team will work with you to discover where you are now, where you want to be and how we can work together to get you there.

OUR FINANCIAL PLANNING SERVICES
We offer a broad range of financial services fr so you won’t be limited in your path to financial success. We want you to achieve your goals, in a way that makes sense for you. In order to assist you achieve your goals, we provide our clients access to the following services:

  • Wealth Accumulation – including investment management, borrowing/ savings techniques to accelerate wealth, budgeting strategies and manage income.
  • Personal Risk Management – solutions to ensure you and your family are protected against unforeseen events by providing income protection and covering your family through personal insurance options.
  • Business Insurance – enabling your business to continue to operate effectively in the event of a disability, unforeseen illness or even death.
  • Superannuation – contribution strategies, salary sacrificing and to build wealth and minimise tax, considering the most appropriate fund for your needs.
  • retirement planning – determine income needed and maximise income in retirement by considering investment options, tax strategies and monitoring investment performance to maximise the outcome for retirement.
  • SMSF advice and strategies – tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.


WHAT TO EXPECT FROM OUR FINANCIAL PLANNER

  • ASSIST

    Step 1 – INTRODUCTORY CONSULTATION
    (Get to know each other – are we a right fit?)
    In the first meeting, we will work together to identify what’s important to you and for your future. Together we will understand your current financial situation now, and where you would like to be in the future.

    Step 2 – DISCOVERY & DEVELOPMENT
    (What does your future look like?)
    Understand your financial situation, assets and liabilities, income and expenses. Help to determine if your risk factors are covered and assist with navigating various life stages, ie, retirement, purchasing a home, starting a family.

  • DESIGN

    Step 3 – IDENTIFY THE STRATEGY
    (Develop the plan)
    Analyse your financial situation in conjunction with your goals and the current legislative environment. Determine potential strategies to help you achieve your goals and design your ideal life.

    Step 4PRESENTING YOUR FINANCIAL PLAN
    (Our recommendations)
    We will arrange for a meeting to take you step by step through our recommendations, discussing your thoughts to ensure our advice aligns with your values and what you’re hoping to achieve. The recommendations will be prepared in a financial plan in an easy to understand format and language.

  • DELIVER

    Step 5 – IMPLEMENTATION
    (Moving forward from here)
    With your consent proceed, we complete the paperwork, setting up any investments, superannuation or insurance.  The applications are completed on your behalf and we work together with any other professionals who need to assist in the process.

    Step 6 – ONGOING ADVICE
    (We’re here to support you)
    Together we’ll determine how we can provide ongoing support and continue to review the advice so it remains relevant.   You’ll be kept up to date with changes to taxation or legislation and how they may impact you, and we’ll provide regular updates and recommendations.

Contact our team or call us on 02 9899 3828  or connect@aptusadvisory.com.au to get started.

Aptus Financial Pty Ltd ABN 18 611 694 421 provides its financial planning services as an Authorised Representative of Count.  ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, 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.

member

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial 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 relation to a financial product.