Count advisers are licensed to provide advice on some or all of the following financial products:
- Savings accounts and term deposits
- Treasury bonds and notes
- Managed funds
- Listed shares and ETFs
- Superannuation, SMSFs and retirement savings accounts
- Margin loans.
Your Count adviser will explain their specific authorisation in more detail with you.
Count advisers are generally also qualified accountants and registered tax agents which means they can provide you with tax advice to help you minimise your tax bill.
A Count adviser can help you make sure you have adequate insurance in place, including:
- Income protection
- Business overheads insurance.
Your Count adviser can work with your solicitor, our partners Australian Executor Trustees and Townsend Business, or corporate lawyers to ensure that you have a consolidated solution that covers your estate planning needs.
Count can offer you a competitive fee arrangement. After your initial consultation, your adviser will provide you with a comprehensive estimate of fees that are based on the advice you are receiving.