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."

 

Part of the Count Network

Assured Wealth Advisors Pty. Ltd. is part of the Count network. The simple goal of a Count Adviser is to guide you through the financial confusion by providing you with a plan giving you control of your financial future. We offer you tax-effective financial and investment advice with ongoing support.

As a member of Count we only recommend financial solutions based on in-depth research. Of the financial products available, we analyse and aim to find the products suited to your needs.

Important Information

Assured Wealth Advisors Pty. Ltd. is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. 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.

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial 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.