Financial Planning
Sydney Accounting does not only look after your Income Tax and Business Affairs but we can now offer you a full suite of Financial Planning Services.
We believe your Accountant is the best person to provide you with Financial Advice because we have an intimate knowledge of your financial affairs.
That is, you cannot prepare an effective Financial Plan without having regard to the income tax effects a strategy may have.
As a member of COUNT Wealth Accountants, Sydney Accounting can provide you with a comprehensive financial plan that can be used as a blueprint for your long term wealth creation, estate planning or asset protection plans.
We don’t just produce a standard plan that covers all our clients but we really listen to where you are, where you want to go and how long you have to do this before preparing a personalised plan tailored to your specific needs.
Through the COUNT network, we can provide services such as:
- Financial Planning Strategies
- Wealth Creation
- Wealth Protection (Life Insurance etc)
- Superannuation advice, (including SMSF)
- Home & Investment Loans
- Business Loans and Liaising
Please contact us should you wish to receive a free wealth assessment and/or initial free consultation.
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Sydney Accounting Pty Limited, Trading as Sydney Accounting, ABN 62439 346 884 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 19001974 Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
The information on this web page is not advice and is intend to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.