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