After you have familiarised yourself with financial planning, investment principles and the various investment options in our Education Centre, you are ready to take action.
|1.||Determine your short term, medium term and long term goals|
|2.||Contact your superannuation and investment providers and request a current statement.|
|3.||Donwload Count's Financial Needs Analyser (FNA) to collate your financial information|
|4.||Download Count's Financial Services Guide (FSG)|
|5.||Sign up for our investment eNewsletters and commence your ongoing financial education.|
|6.||If you have any special requirements, would like assistance in choosing a financial adviser or would like any additional information, please contact Count Head Office on 1800 026 868 (Monday-Friday, 9am-5pm, EST) or email us at firstname.lastname@example.org.|
If you are a new client then you may also Find an Adviser in your local area.
Existing Count Priority Clients
If you are an existing Count Priority Client then please email your completed FNA, query or Change of details to email@example.com.