Financial Planning
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Financial Planning

Our Value Proposition


we take the time to understand you and find out what's important to you


we deliver trustworthy advice and provide tailored solutions to your individual needs


we give you peace of mind and a level of comfort for a secure future.


ADVICE STRATEGIES TAILORED TO EVERY LIFE STAGE


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

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy.

For complaints handling please refer to Count Financial Complaints Handling Policy.

RW Ramsey & Company Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count is listed on the Australian Stock Exchange. 

The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.

STARTING OUT


This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt.


Watch the video below to learn more about this life stage.

SPENDING AND 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 the life stage.


Watch the video below to learn more about this life stage.

PAYING OFF DEBT


Key objectives during this life stage are focused on paying off the home loan.


Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel.


Watch the video below to learn more about this life stage.

WEALTH ACCUMULATORS


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.


Watch the video below to learn more about this life stage.

PRE RETIREE


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


Watch the video below to learn more about this life stage.

RETIREE


Goals focused on managing funds during retirement and maximising investment returns.


Watch the video below to learn more about this life stage.

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