Financial Planning
 |
A financial plan is the best way to make sure your finances meet your immediate and future needs.
A financial plan outlines your goals and how you will financially achieve them. It can include:
- An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings.
- Review your wealth protection needs and ensure you are adequately covered.
- Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
- Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
You don’t need to wait until tax time to do a financial plan. Contact us and start your financial plan now!
* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited. Palani & Associates Pty Ltd, ABN 92 092 147 889, is an Authorised Representative (Authorised Representative Number 303869) of Count Financial Limited.
We have been coming to Palani & Associates for over 20 years for our tax returns and related advice. We have found Ramiah and his team to provide a very professional, efficient and friendly service and they have always accommodated our needs. Ramiah’s expertise, advice and relaxed style have been outstanding. His attention to detail, application of the latest IT tools and his sound knowledge of the ATO, Tax Act and staying abreast of the latest tax rules are reassuring and the reason we continue to return.
Jennifer & Robin
