Financial Planning

 

At Countax Financial Planning we know that quality financial planning advice can benefit people in all stages of life. Getting the right advice from our financial planners will ensure you benefit from a personalised solution that will assist you in achieving your financial goals and objectives.

Our financial planners will form a strong and lasting relationship with you, taking the time to understand your financial situation, needs and objectives. Your financial planner will review and monitor your individual situation on a regular basis to ensure that you remain on track to achieve your desired outcomes.

Detailed, personal advice

Our financial planning team can provide detailed, personal advice and recommendations on:

  • Investments – so you can increase your wealth and rest easy knowing you’re in control;
  • Risk management strategies – to eliminate the chance of nasty surprises;
  • Estate planning – to facilitate the best possible tax and financial outcomes;
  • Superannuation set up – to make sure a suitable strategy is in place so you don’t have to worry;
  • Retirement planning – to ensure financial security in the future;
  • Succession planning – to safeguard business success and reduce the risk of poor management;
  • Insurance (including life, income protection, total and permanent disability insurance and trauma insurance) – so you can easily understand the best option for your situation.

Get in touch with our experienced financial planners to help you build your wealth and prepare for the future.

Let’s talk

Our Licensee:

Politis

Countax Financial Planning Pty Ltd ABN 40 600 997 724 is a corporate Authorised Representative, No. 001255146, of Politis Investment Strategies Pty Ltd ABN 71 106 823 241 an Australian Financial Service Licence holder, No. 253125.

The Financial Planners of Countax Financial Planning Pty Ltd provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd.

Politis Investment Strategies Head Office
1st Floor, NCYC Commercial Centre
91 Hannell Stree
Wickham NSW 2293
www.politis.com.au

GENERAL ADVICE WARNING
Important Information: This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. Nader GARIBAN (Authorised Representative No 001255147) of Countax Financial Planning Pty Ltd (Corporate Authorised Representative No 001255146) is an Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.