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Why do you need a financial plan?
Without a financial plan we tend to spend what we earn. Having a financial plan will help us define and reach our goals, whether that's saving a deposit for our first house or investment property, having enough money for a family holiday or the kid's education. We all know that one of the keys to wealth creation is being able to make your money work for you over time so that the earlier you save and invest the bigger the reward over time. It is never too early or too late to have a financial plan and to start planning for a better future.

What does a financial plan consist of?

Firstly we do a "Financial Health Check" to assess where you are now. 

Then we assist you in goal setting, – and defining where you want to be and what you want to achieve over time. 

Finally we create a holistic financial plan, which will realistically show you how to get there. 

If you already have assets your financial plan will include estate planning to ensure your spouse and family are protected in the event of the unexpected. 

Specifically your financial plan may include advice on:

  • Debt Reduction    
  • Consolidation of your superannuation
  • Investment strategies
  • SMSF
  • Personal Insurance
  • Shares / Managed Funds / Gearing
  • Retirement planning
  • maximizing your Age Pension entitlements
  • Aged Care advice
  • Intergenerational planning 

Call us for an initial discussion about your circumstances and find out how we can help you. 

Perree-mium Accountants & Advisers Pty Ltd trading as Perreemium Accountants + Advisers (Perreemium) is an Authorised Representative of Count Financial Limited (Count). Our firm's advisers (see Our Team) will provide financial services in their capacity as an Authorised Representatives.

Planning for Businesses*
Business planning is a critical element of business growth. By having a budget and key performance measures to easily report against your targets you have visibility over how your business is going and what remedial action should be taken before it is too late. 

Your business plan may include advice on

  • Making sure your business has the correct structure
  • Setting realistic budgets
  • Identifying key performance measures,
  • Establishing systems to track performance
  • Determine a review process
  • Consolidate debt
  • Re-financing
  • Business and Commercial Property Loans
  • Motor Vehicle & Equipment Leases 

We have experience with planning for businesses large and small and from a wide variety of industries. Contact us today to discuss your particular business goals.

* Accounting and Taxation disclaimer
"Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited".

Count disclaimer
'Count' and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count.

General advice disclaimer
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.