Financial Planning
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’ll work proactively with you in all life phases to ensure you are actively informed and involved.
Our financial planning services typically include:
Initial 1 hour complimentary consultation with one of our financial planners
Investment advice, including direct share advice
Superannuation, including self-managed super funds
Estate planning
Personal insurance
Young & Single
This is the perfect time to lay the foundations for establishing a secure financial future.
In a Relationship
A combined income can mean an opportunity to save, invest or purchase.
In a Relationship with Young Children
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.
Retired
A well thought out financial plan will be key in ensuring your expectations are planned for and achievable.
TS Financial Services 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 Limited is listed on the Australian Stock Exchange.