Certified Practising Accountants

Financial Planning

WEF Financial Planning Pty Ltd ACN 612 468 238 offers financial advice as an Authorised Representative of Count Financial Ltd*.

Count Financial is Australia's largest network of accountant-based advisers.

Our business has grown rapidly in recent times, predominantly due to referrals from people who have benefited from our advice. If you are referred to us, we will seek to identify:
  • What you want
  • What strategies we believe are most appropriate for you, and
  • How you would benefit from our advice

We build long term relationships with clients - we do not simply facilitate transactions or sell one-off solutions. Accordingly, we only take on clients who:
  • are willing to take advice,
  • will benefit from our advice, and
  • understand that good advice is worth paying for

If you are new to Financial Planning, find out more from Count's website.

The services we provide are:

Wealth Creation Strategies

We assist you to create wealth through the use of investment strategies such as savings plans, salary sacrifice, super contributions and gearing.
We can provide you with investment options including cash, direct shares, managed funds, fixed interest, and listed property. Every investor is different, so we work with our clients to establish a portfolio of investments that is appropriate for them.

Lifestyle Financial Planning

By identifying your goals and the timeframes for these, we can show you how to get there efficiently through cashflow management, budget setting and maintenance, salary packaging, debt management and structural options.

Retirement Planning

When you are looking towards retirement, certain questions come to mind - which investments can provide a tax effective income; how much is enough; will I be paying tax when I retire; how long will my money last? We can help you to answer these questions and provide peace of mind by guiding you through the ways to achieve health, wealth and happiness once you have stopped work.

Superannuation Strategies

What is superannuation and how does it work? Simple Super was meant to make it easy, however there are still many questions around this complex yet very effective tax structure. Questions we will explore with you include: which superannuation vehicle is best suited to your needs - industry fund, retail fund, wrap account, self managed super fund? Should you be salary sacrificing? What investment options are available and which one is right for you?

Direct Share Investment and Strategies

If you are interested in investing in the sharemarket, or already have a portfolio, we can provide you with advice on share investment options and assistance with managing your portfolio as well as buying and selling.

Social Security Advice

Have you considered whether you are eligible for any Government benefits? Should you apply for the Centrelink Age Pension, and if you did, what would that mean to your income and investments? Together we will identify what benefits from the Government you may be eligible for and how these may assist your other investments in meeting your goals.

Personal Insurances

Insurance strategies and products to ensure that when something goes wrong, you and your family are prepared to meet the challenges. Life Cover - to provide for your family or business should you die unexpectedly; Total and Permanent Disablement - to provide for yourself and your family should you be unable to ever work again; Trauma Cover - to cover medical expenses and potential loss of income should you suffer a major illness such as heart attack or stroke; Income Protection - to provide a regular income in the event that you are unable to work for an extended period of time (beyond what you might claim under sick leave).

Estate Planning Strategies and Advice

Understanding the importance of Wills, Enduring Powers of Attorney and Enduring Guardianships, as well as helping you to ensure that your assets are distributed in the way you intend by putting in place an effective Estate Plan.

Portfolio Management

Having recommended which investments and structures you should use to meet your goals, we can then manage the portfolio for you through our portfolio management system, providing you with consolidated reporting on a regular basis (your choice of monthly, quarterly, semi-annually or yearly).

Business Succession Strategies

When the time comes to leave your business, either through retirement, accident or death, you want to be sure that your business is ready for the change. A Succession Plan is essential to this process and in conjunction with your accountant and/or solicitor, we can help you to establish a plan that will enable you to confidently leave your business when the time comes.

For more information about Count and some useful calculators, please go to www.count.com.au.

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.

*WEF Financial Planning Pty Ltd is an Authorised Representative of Count Financial Ltd 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 consider your individual needs, objectives or personal circumstances.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy.

Authorised Representative of Count Wealth Accountants ABN 19 001 974 625
Australian Financial Services Licences Number 227232
Financial Adviser of Williams, Edwards & Findlay
19 Commercial Street, Korumburra ,Vic 3950
Please note: taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Williams, Edwards & Findlay
19 Commercial St, Korumburra VIC 3950
Ph: (03) 5655 2311 Fax: (03) 5655 2225
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