NO MATTER WHAT STAGE OF LIFE YOU'RE AT

Financial advice can help you reach your goals

EDUCATION CENTRE

ADVICE STRATEGIES TAILORED TO EVERY LIFE STAGE

Wherever you are in your life, a Count financial adviser can help keep you on track to reach your financial goals. 

Young Professional

Young Professional

Young Professional

Young Professional

Young Professional
Couples and Families

Couples and Families

Couples and Families

Couples and Families

Couples and Families
Pre-retirees

Pre-retirees

Pre-retirees

Pre-retirees

Pre-retirees
Retirees

Retirees

Retirees

Retirees

Retirees
  • 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

    Key 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) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. 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 7 September 2017, 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.

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