Getting Started
Now that you have familiarised yourself with financial planning, investments principles and the various investments options that are available you are ready to get started.
| 1. | Download Count’s budget planner and determine what your current income position. |
| 2. | Download Count’s Goal Planner and determine your short term, medium term and long term goals. |
| 3. | Contact your superannuation provider and request a current superannuation statement. |
| 4. | If you have any other existing investments, obtain a current statement from the product provider. |
| 5. | Sign up for our investment eNewsletters and commence your ongoing financial education. |
| 6. | If you have any special requirements or would like any additional information, please contact us. |
* 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
