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.||Download Count's Financial Services Guide (FSG)|
|4.||Sign up for our investment eNewsletters and commence your ongoing financial education.|
|.||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.