Financial Planning

Advantage Partners, as an Authorised Representative of Count, aims to provide you with advice on a whole range of personal and business needs including: 



Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • On-going investment portfolio management

Advantage Partners ABN 81 077 755 787 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.



Personal Insurance

Have you ever thought about what could happen to you or your family if the unforeseen did occur?

Health related risks such as death, illness or injury can quickly cause uncertainty if they are not properly planned for. The use of life insurance such as income protection, death or trauma insurance are highly cost effective and logical to consider as the cost is only a fraction of what you could otherwise stand to lose.

Consider protecting your most precious asset you and your family and your ability to earn an income.

Advantage Partners ABN 81 077 755 787 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.



Investment Reviews

Financial markets and personal situations constantly change. Setting up an investment in response to your situation doesn't mean that it's a set and forget strategy. It's important that on-going regular reviews take place to ensure the investment still meets your needs.

Advantage Partners is more than ready to assist in this process.

Advantage Partners ABN 81 077 755 787 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.



Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Advantage Partners are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Advantage Partners ABN 81 077 755 787 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.



This list is not exhaustive, and we are more than happy to talk about any services not listed here that you might require. 

For further information, please see Count's website at www.count.com.au.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy. http://www.count.com.au/privacy_policy.asp

* Advantage Partners ABN 81 077 755 787 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the 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.