Our Financial Planning advice does not have to include advice on products.
If what you are after is advice on a strategy only, we are able to assist.
Many people seek us out purely for strategy only advice which can include:-
- Assistance in establishing an SMSF
- Transition to Retirement Strategy
- Estate Planning Advice
- Aged Care Advice
- Gearing Strategies
- Cashflow Advice
- Retirement Planning
- Review of current strategy
- Review of existing superannuation schemes ie defined benefit schemes
Our fees for this advisory service will vary depending on the complexity of the advice and will be discussed and agreed with you prior to proceeding with the provision of advice.
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.
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.