Financial Planning Centre
Welcome to our Financial Planning Centre
New to Financial Planning?
Are you looking to take control of your financial affairs but you don’t know where to start? This section outlines everything you need to know about why financial planning is right for you, how to select a financial adviser, the key principles of wealth creation and how you can get started today!
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Introduction | |
What are the different types of investments | |
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Why do I need a financial plan? | |
Investments you should avoid | |
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Ten simple rules for successful investing | |
Getting started | |
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Three pools of wealth® |
Resources for Existing Investors
Experienced investors should follow the links below to access greater technical information about the investment markets, the economy and special investment and strategy reports. If you're a savvy investor who wants a greater range of information at your finger tips, you can access:
 Latest Market Reviews & Commentary Read our latest market reports, outlook and the latest news stories that you need to know. |
 Special Reports & Investment Tips Topical reports for smarter investment |
 Interest Rates & Inflation Watch Where are they going and why does inflation affect them? |
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 Financial Glossary |
* 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.
Ramiah Palani has been our tax accountant for approximately 20 years and for at least the last ten years has provided personal financial planning advice. We have found Ramiah to be knowledgeable, genuine, and we trust him to provide advice in our best interest. His aim is to protect our net wealth and to help it grow without taking big risks.
Jenny and Jeff
