Our Advice Process
What does Count's initial advice fee include?| Step 1 |
| Free initial discussion with a Count Adviser about your needs, the financial planning services they provide, how they can help you and the costs involved. Your no obligation discussion takes place either in person or over the phone and generally takes no longer than 30 minutes. It allows you to decide whether you are comfortable with the adviser and whether you would like a written investment strategy. |
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| Step 2 |
| Collect information about
your financial and personal circumstances. Once
you decide to go ahead with a plan, you will need to provide
your Count Adviser
with information regarding your existing financial and personal
situation and your goals.
Your adviser will also ascertain your tolerance to financial volatility and your investment timeframe, so they can recommend the right investments to suit your individual requirements. At this point you agree to pay for any advice that you receive
and for the preparation of a Statement of Advice. |
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| Step 3 |
| With the help of professional research from Count, your adviser will prepare an appropriate Statement of Advice, that will help you achieve your financial goals, as outlined by you in "Step 2". |
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| Step 4 |
| Your Count Adviser will explain
your Statement of Advice and investment strategy to you.
Your adviser will also recommend specific investments that are in line with your risk profile to help you achieve your goals. |
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| Step 5 |
| Regular reviews of your financial situation are essential
to
ensure you stay on track to reach
your goals. The cost and services to be provided will be established
by mutual agreement. If you choose to receive your adviser’s Total Financial Care Service, you will agree upon a suitable ongoing care agreement, which may include the highest level of portfolio information available through My Net Wealth®. Find out what you can view using My Net Wealth®. |