360 Financial Planning

Financial planning has been an active part of the accountancy business since 1989. In January, 2007 a separate business 360 Financial Vision Pty Ltd was established. As Authorised Representatives of Count Financial Ltd since August 2002 our many clients have benefited from the advice and range of services offered under the Count brand.

Why choose 360 Financial Planning?

We start at the beginning – What is the current need? Is there a problem identified?

We gather the facts and gain a clear picture of your financial position

Assets & Liabilities
Income & Expenses
Risks
Existing & future financial obligations
Plans for retirement

We listen to your views and gain an understanding of your needs and goals

We properly assess your attitude to risk

We plan and model a financial solution for you and your circumstances

We monitor the plan’s progress against changing circumstances

To do these things we have developed a number of unique tools and services including 360 Pathfinder and 360 Snap Shot to assist our clients. Throughout the firm we have a strong and deep commitment to the value of Financial Planning as a specialist service requiring the right experience, knowledge and skills which we have and that give the team at 360 the edge. Put us to the test - we will not disappoint.

360 Financial Planning Services:

Strategy advice

Investment advice

Investment portfolio guidance and review

Direct share trading online

Social Security & Aged Care advice and planning

Retirement income streams

Annuities

Superannuation Pensions

Transition to Retirement

Finance for

Housing

Investment

Asset & Vehicle purchases

Risk & Wealth Protection with Insurance for

Life

Disability

Income

Trauma

Estate Planning Guidance

Asset Protection and Business Succession

Buy/Sell Agreements

Structural advice

Superannuation

Self Managed Superannuation Funds (SMSF)

Borrowing and Gearing within superannuation

Strategy and structure

Statement of Privacy Policy

360 Financial Vision Pty Ltd ABN 71 144 047 665 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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