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 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!

Crosby Dalwood is an FPA Professional Practice.

Our Financial Planning Director, Helga Baxter has been in the Financial Services industry since 1985 and is a Certified Financial Planner  through the Financial Planning Association.  She has been nominated for various awards over her career and won Count’s inaugural Female Financial Adviser of the Year Award in 2009.  Helga was also a finalist in the 2013 Money Management Female Financial Adviser Awards and during 2014 she was a finalist in the Count Female Excellence in Advice Award.  In 2014, Crosby Dalwood was a finalist in the Count Member Firm of the Year Award and  the Count Quality Advice Assurance Award.

 

 

Crosby Dalwood Pty Ltd ABN 30 132 317 876 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 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.

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.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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