Financial Planning

What is Financial Planning?

Financial planning is all about planning for your future – taking advantage of financial opportunities created by legislation, markets & your life stages. Our job, to put it simply, is to maximise your net worth by growing your super, savings & keeping you & your family financially secure even when things in life don’t go to plan.

Our Financial planners are dedicated, professional, caring people who want to share their knowledge & experience with you, able to assist you in the following areas:

  • Superannuation planning
  • Retirement planning
  • Self Managed Superannuation Funds
  • Aged Care Strategies
  • Centrelink
  • Insurance advice – Life, Total & Permanent Disablement, Income Protection & Trauma
  • Gearing strategies, including via Self Managed Superannuation Funds
  • Direct Equity Portfolios
  • Investment Portfolio Construction & Management
  • Estate Planning

To discuss your situation please phone on 9982 7200

Ronald George Palmer, ABN 61 579 834 684, trading as Palmers Chartered Accountants is an Authorised Representative of Count Financial Limited 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 account of your individual needs, objectives, or personal circumstances.

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