Financial Planning

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Financial Planning

As with most life goals, a financial objective is hard to meet without a plan. Discussing the process with a professional, putting pen to paper and envisioning the steps to long-term success brings that goal into focus and makes it a reality.

SBS provides a complete range of advice in all of the following areas:

  • Pre and post retirement planning
  • Superannuation strategies and rollover advice
  • DIY Superannuation (SMSF) advice and set up
  • Investment planning advice
  • Social Security advice
  • Aged Care advice & strategies
  • Insurance advice
  • Estate planning advice
  • Home and business lending*
  • Leasing*

Plans written down on paper give your dreams a direction, whether they are for short-term saving or long-term wealth. They help you to figure out where things are going wrong or could go wrong, and they keep you motivated by proving it’s possible and easing the fear of failure.

You want a solid plan to see you through your financial life and we are here to help you build towards and ultimately achieve this outcome. Our goal is to provide you with sensible, tailored strategies and professional straightforward advice so that you can relax and focus on turning your dreams into reality.
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Gerard van Paassen and Andrew Moore of Specialised Business Solutions Pty Ltd are Authorised Representatives of Count Financial Limited

Please download our Financial Services Guide (FSG) here

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

*Lending service are authorised by Finconnect (Australia) Pty Ltd, ABN 45 122 896 477 Australian Credit Licence 385888, a wholly owned subsidiary of Count Financial Limited ABN 19 001 974 625 (‘Count’). Count is a wholly owned, nonguaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.