02 9982 7200 info@palmers.com.au

Financial Planning

What is Financial Planning?

Financial planning is all about planning for your future – taking advantage of financial opportunities created by legislation, markets & your life stages. Our job, to put it simply, is to maximise your net worth by growing your super, savings & keeping you & your family financially secure even when things in life don’t go to plan.

Our Financial planners are dedicated, professional, caring people who want to share their knowledge & experience with you, able to assist you in the following areas:

  • Superannuation planning
  • Retirement planning
  • Self Managed Superannuation Funds
  • Aged Care Strategies
  • Centrelink
  • Insurance advice – Life, Total & Permanent Disablement, Income Protection & Trauma
  • Gearing strategies, including via Self Managed Superannuation Funds
  • Direct Equity Portfolios
  • Investment Portfolio Construction & Management
  • Estate Planning

To discuss your situation please phone on 9982 7200 or drop us a line, please click here

Palmers Chartered Accountants is 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.