No matter what stage of life you are at, planning is the key to success. A financial plan is the best way to make sure your finances meet your immediate and future needs. We work proactively with our clients in all life phases to ensure they are actively informed and involved.
This is the perfect time to lay the foundations for establishing a secure financial future.
A combined income can mean an opportunity to save, invest or purchase.
Order and simplicity can be achieved with a little planning and discipline.
In a Relationship with Adult Children
Now is the time to think about putting together a well-structured plan for your future years.
A well thought out financial plan will be key in ensuring your expectations are planned for and achievable.
Financial Planning Services
Our financial planning services typically offer;
Initial 1 hour consultation with one of our financial planners at our cost.
Investment advice, including direct share advice
Superannuation, including self-managed super funds
TS Financial Services 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 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, 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.