Build three pools of wealth®
To enjoy financial security and the freedom to afford choices in life, you need to build yourself 3 pools of wealth® that provide a growing income stream and therefore rise in capital value.
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Peace of Mind wealth pool 
This is money that is easily accessible for emergencies and planned short-term expenses. Ideally you should have around six months of your salary invested in your Peace of Mind wealth pool. |
Lifestyle wealth pool This is wealth that is invested for the medium to long-term to pay for lifestyle goals prior to retirement. |
Retirement wealth pool 
This is wealth to fund an enjoyable, varied and comfortable lifestyle once you leave the workforce |
By building these three pools of wealth®, you can ensure you have sufficient savings set aside to meet your financial goals throughout your lifetime.
* 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
