NO MATTER WHAT STAGE OF LIFE YOU'RE AT

Financial advice can help you reach your goals

EDUCATION CENTRE

 

 

STARTING OUT

This is a period of firsts. First salary, first car and possibly your first property. Saving for a deposit is top of mind, whilst also paying off debt. Read More


SPENDING & SAVING

This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in this life stage. Read More


PAYING OFF DEBT

ey objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, primarily spent on the household and children. Pleasures are taken in small luxuries and travel. Read More


WEALTH ACCUMULATION

Retirement is close enough but too far away to pro-actively aim for. However, the desire is there to build wealth and, if a mortgage is still there, then the key focus is paying it down and juggling the demands of today. Read More


PRE-RETIREE

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or is at a manageable level at this stage. Read More


RETIREE

Goals focused on managing funds during retirement and optimising investment income. Read More

 

 

 


1. Australian Bureau of Statistics, ‘4125.0 - Gender Indicators’, Australia, August 2016

Important information: This web page may contain general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. This web page has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count). Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. Count Wealth Accountants® is the business name of Count. Count advisers are authorised representatives of Count. Information in this web page is based on current regulatory requirements and laws as at 1 October 2019, which may be subject to change. While care has been taken in the preparation of this web page, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

Did you know?

The first step in the advice process involves meeting with a Count adviser to discuss your needs and objectives. This no obligation discussion generally takes no longer than 30 minutes and allows you to decide whether you are comfortable with the adviser and if you would like a written strategy.