Superannuation is a tax effective way to plan and save for your retirement.
We take the time to get to know you, to understand your goals and lifestyle aspirations for retirement.
Beginning with your risk and investment profile, we work together to recommend a fund that’s right for you. To ensure you have an effective super strategy before you retire, we’ll help you consider:
- Tax effective strategies to grow your super while you’re working
- Personal insurance options through super
- Consolidation of multiple super accounts
- Whether a self-managed super fund is the right option for you
Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided 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.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.