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
- 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.