Who
are Count Wealth Accountants®?
We
are Australia's largest
accounting based financial planning and investment advice
group. We are a Licensed Securities Dealer, established
in 1980, with over $8
billion of clients' investment funds under
advice. The group is made up of over 450 Accounting firms
with over 900 qualified financial advisers. We advise clients
with a few thousand dollars to those with many millions.
How
can we help you?
The
goal of a Count Wealth Accountants adviser is to guide
you through the financial confusion by providing
you with a plan,
giving you control over your financial
future. In addition to providing traditional
accounting services, we are also uniquely qualified to offer
you tax-effective
financial and investment advice with on-going support. Our
services cover six main areas:
| Financial
Planning |
|
Helping
you create your own financial future by making the most
of what you have. |
| Investment
Reviews |
|
On-going
reviews of your portfolio to ensure you remain on track
to reach your goals. |
| Personal
Insurance |
|
To
protect your lifestyle and your family from accidents
or illness. |
| Superannuation
|
|
To
make the most of your retirement nest egg. |
| Home
and Investment Loans |
|
Offering
you value for money loans to buy your home or for investing.
|
| Business
Loans and Leasing |
|
Helping
our business clients with good finance and the right advice.
|
We
assess your current financial position, listen to your goals
and then guide you step-by-step to enable you to create, build
and preserve your wealth. Without undue risk.
Why
you need to create wealth!
Wealth
is not a luxury, it's a financial necessity. You need to create
enough wealth to enable you and your dependants to get the
most out of life. Newly retired Australians can look forward
to living longer, healthier and more active lives than any
other generation before them. Unfortunately, the thought of
retirement is a financial nightmare for many of us. How will
you survive comfortably? You certainly can't rely on the Government
being able to afford to pay for an ageing population. That's
why it is of vital importance to start creating, building
and protecting your own wealth as soon as possible.
Pay
less tax
If
a financial planner, banker or life insurance agent isn't
qualified to provide you with specific advice on the best
way to minimise the tax on your investments, what's the value
of their advice? It could be costing you a whole lot more
than you think!
When
creating your financial plan, Count Wealth Accountants advisers
recommend specific investment and tax strategies tailored
to your individual situation. As registered tax agents and
professional accountants, we are qualified to advise you on
the best options to help you avoid unnecessary tax liabilities.
We
believe every Australian needs, and can build, three pools
of wealth.
Peace
of mind wealth
|
|
These
are your immediately accessible funds to cover short term
planned expenses and emergencies. Your safety net. |
Lifestyle
wealth
|
|
These
funds can be accessed any time before your retirement.
Take a world trip, educate the kids, or start your own
business. It gives you choices in life. |
Retirement
wealth
|
|
The
Superannuation Guarantee Contribution (SGC) will not provide
enough for a comfortable retirement. We'll help you build
a larger pool of wealth, so you'll enjoy a financially
secure retirement. |
The
strength of independence
We
are not owned by a bank, insurance company or any other financial
institution. We have no "hidden agenda". We don't
sell products for a parent company. We are free to recommend
financial solutions based on in-depth research. We provide
advice on what we consider is the right strategy and THEN
we recommend the products (eg managed funds) to reach your
goals. Our strength and negotiating "clout" means
we are able to offer our clients significant advantages and
savings.
We
use our strength to your advantage
We
use our "buying" power to source essential products
for our clients' wealth building and protection - personal
insurance and loans for buying a home or for investing. We
are also able to help with business loans and leasing. Quite
simply, we ask product providers (the larger financial institutions)
to tender for your business. When you compare our rates and
sensible features with what others are offering, you'll begin
to appreciate the true strength and value of independence.
The
benefits of qualified, researched advice
Our
investment advice is backed by a team of experienced and qualified
experts providing technical support and research. There are
over two hundred fund managers in Australia offering over
four thousand investment products. They are not all as good
as each other. Many are not good enough for Count Wealth Accountants
to recommend. Our thorough, independent investment research
process means we're able to analyse and select a range of
products from Australia's leading fund managers. Only fund
managers who receive the highest rating are considered good
enough for our clients. Our disciplined approach is designed
to highlight investments which deliver above average returns
with better service, and most importantly, reduced risk.
We
keep you informed and on-track
Once
your financial plan is in place, we can meet with you on a
regular basis to ensure you stay on track. We'll fine tune
your portfolio to adapt to any changes in your life and to
take advantage of any major changes in the financial marketplace.
Our aim is to constantly ensure your financial plan is as
tax-effective as possible, and working hard to achieve your
personal and financial goals.
Are
we expensive?
No.
Count Wealth Accountants advisers charge a set scale fee for
investment advice which is often considerably lower than the
standard up-front commissions charged by fund managers. Our
fee is for our professional advice and is the same regardless
of the final products we recommend. So we have no financial
incentive to point you in any direction other than the one
best suited to your goals. And because our fee is capped,
in many cases it can actually cost you less than dealing direct
with a fund manager. And you have the benefits of our research
and professional advice.
To
find out more
To arrange a free,
initial, no obligation discussion to find out
how we can help you create, build and protect
your wealth tax-effectively, contact your Count
Wealth Accountants adviser David Freer on (08)
8211 7177 or email us at freerparker@freerparker.com.au
Freer Parker is a member of Count
Wealth Accountants, the trading name of Count Financial
Limited, Licensed Securities Dealer. Established in
1980.
ABN 19 001 974 625. |
