Delivering goals-based advice
The concept of goals-based advice places your lifestyle goals at the core of our financial planning process.
Centred on meaningful discussions about your financial dreams and plans for the future, we recognise that you, and your journey are unique. We work together to determine your lifestyle goals; such as paying off debt, owning an investment property, holidays every year or meeting your income needs in retirement.
Once your goals are established, they can be quantified financially and a long-term strategy developed.
We focus on three important areas when developing your financial plan, built around your lifestyle goals and your vision of the life you are planning for.
Strategy: we help you to develop a strategy which will maximise the chance of achieving your goals.
Structure: we work with you to structure your financial matters in the most effective way to meet your goals. This can include considering different tax, loan, investment and estate planning structures.
Investment and/or Insurance Recommendations: if we identify that you require an investment and/or an insurance recommendation, we will provide advice on products that will help meet your goals and place you in a better position.
When it comes to investments, we invest your funds using three principles:
- A clear strategy tailored for you based on your identified lifestyle goals.
- Diversification of investments to best enable the achievement of your goals.
- A focus on value (cost vs return) when selecting investments for your portfolio.
Once on your way, it is crucial to monitor ongoing progress towards your goals as well as adapt as life changes.
We are your partner on this journey.
The end goal is the most important. To live the lifestyle that you dream of and have planned for.
Combining our personal and professional experiences, we help you create a life you love.
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.
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