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.
As a continuing client over the past 15 years we have no hesitation in recommending Palani & Associates.
Ramiah and staff have always provided prompt, courteous, cost effective service particularly when assistance and advice has been urgently required.
Over the years they have been honest and forthright in their calculation and advice of the ever changing financial climate achieving the best outcome possible for clients.
We have appreciated that they keep up to date by attending conferences and seminars providing clients with up to date information through newsletters, emails and reviews thus keeping clients abreast of current financial situations.
Margaret & Brenton
