 |
 |
 |
Search Site
Our Location
Level 1, 147 Gordon Street
(PO Box 339)
Port Macquarie NSW 2444
Ph. (02) 6583 5377
Find us on the map
Level 1, 147 Gordon Street
(PO Box 339)
Port Macquarie NSW 2444
Ph. (02) 6583 5377
| Email: |  |
|
Latest News | RSS |
Financial Planning
 |
A financial plan is the best way to make sure your finances meet your immediate and future needs.
A financial plan outlines your goals and how you will financially achieve them. It can include:
- An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings.
- Review your wealth protection needs and ensure you are adequately covered.
- Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
- Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
You don’t need to wait until tax time to do a financial plan. Contact us and start your financial plan now!
NDG Pty Ltd T/As Advantage Financial Services ABN 66 082 093 114 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. Principal Member of the Financial Planning Association of Australia Limited.
The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
Count Resources
Click the links below to view Counts handy online tools and resources.
Click the links below to view Counts handy online tools and resources.
 |
Form Downloads |  |
Calculators | |
 |
My NetWealth Login |  |
Useful Links | |
Advantage Accountants & Business Consultants provide a whole range of business services from the individual through to large business clients.
Find out more...
NDG Pty Ltd T/As Advantage Financial Services ABN: 66 082 093 114 © | Site Map | Disclaimer | Privacy Statement | Software solutions for accountants by Acclipse