Financial Planning

Plan for a future full of opportunities.

Wherever you are in your life, our professional financial advisers can keep you on track to reach your lifestyle and financial goals.

Life is busy and with so many competing demands, it can be hard to find the time to consider your dreams or focus on your goals for the future.

What if you had a chance to clearly define your goals and put a plan in place to reach them?

That's where Assured Wealth Advisors can help.

When it comes to something as important as securing your financial future, it is wise to speak to a professional.

Our professional and pro-active advisors can partner with you to help you identify your goals and take an objective look at your finances.

We provide our clients with sensible, tailored strategies and professional, straightforward advice so that you can relax and focus on turning your dreams into reality.

A financial plan is the best way to make sure your finances meet your immediate and future needs.

A financial plan outlines your goals and how you will financially achieve them. It can include:

  • An analysis of your financial situation covering your income, debts / loans, spending habits and level of current savings.
  • Review your wealth protection needs and ensure you are adequately covered.
  • Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
  • Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
  • You don't need to wait until tax time to do a financial plan. Contact us and start your financial plan now!

During 2014, Assured Wealth Advisors was awarded Count's '2014 New Member Firm of the Year'

Our Financial Adviser, Ross Monteleone, was announced as a finalist in the Count Award '2014 Young Adviser of the Year'.

At Assured Wealth Advisors, "We Listen, We Understand, We have Solutions….and We Care."

Assured Wealth Advisors Pty Ltd ABN 43 158 282 949 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 a wholly owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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.

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