Pre Retiree

PRE RETIREE

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.

Watch the video below to learn more about this life stage.

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. Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney NSW 2000 and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney NSW 2000. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au Count Financial Limited is committed to providing a high standard of client service. If our level of service or quality of advice has failed to meet your expectations we would like you to tell us about your concerns: reportcomplaints@count.com.au You can find out more about Count Financial's internal complaint handling process by reading our Complaints Handling Policy located at https://count.com.au/uploads/Count%20Financial%20Complaints%20Handling%20Policy%20Final%20(ID%203517)_2.pdf

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