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Financial Planning

Our flexibility and adaptability ensure you’ll get the best results

We offer a comprehensive list of services, including: Financial Planning, Taxation, GST and Accounting/Bookkeeping.

Services provided as an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. 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. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances

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Starting Out

The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt.

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Spending and 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 the life stage.

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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.

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Wealth Accumulators

Retirement is close enough but too far away to pro-actively aim for. We’re here to guide you towards achieving your retirement goals.

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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.

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Retiree

Goals focused on managing funds during retirement and maximising investment returns. Let us guide you towards achieving your retirement goals.

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General advice disclaimer
General advice warning: Any advice provided on this website 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 relating to a financial product.

Jacoby Cameron Financial Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. 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. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.

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