Investment and Wealth Management

Finding the right investment strategies for you comes down to your financial and personal aspirations at each phase of life, and determining the type of investor you are.

Our licensed financial advisers are committed to helping you achieve the things that really matter in life. Buying a first home, owning a business, starting a family, an overseas holiday, saving for the kids’ education, there are many reasons why you would want to have qualified recommendations about the best way to invest and build wealth.

Once we establish your priorities we will advise on the best way to start new investments or review the performance and expansion of existing portfolios.

The ultimate goal is working together as a team to develop effective investment strategies which deliver financial return, accumulate wealth, and free up your time for day to day living. Peace of mind with advice from a team that cares about your well-being.

 

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’) which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page 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 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.

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