Financial Services



 

As Professional Accountants and Authorised Investment Advisers, we have the enthusiasm, training and experience to fast track your journey to financial security.

Please review the full list of Our Services or Contact Us for a free, no obligation initial discussion of how we can assist you.

Our passion is advising you how to build and maintain your wealth. See what some of our existing clients have to say about us.

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 using investment vehicles, 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!

We offer a FREE Initial, No Obligation Consultation!

Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.# Read our client testimonials.


*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.


**Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited. 


#This free consultation does not include tax and accounting services.



Ridell Pty Ltd (ACN: 062 778 670) ATF DHR Trust & T&V Pty Ltd (ACN: 603 440 768) ATF OP Trust (ABN: 88 355 151 729) T/A Ridgway Financial Services is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 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. Count advisers are authorised representatives of Count. www.count.com.au



Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial 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.

 

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