Financial Planning

Create Your Own Financial Future

We are a member of Count Financial Ltd (AFSL 227232), Australia's largest independently owned network of financial planning Accountants and Advisers.

The single goal of a Count adviser is to guide you through financial confusion by providing you with a plan giving you control over your financial future. We are uniquely qualified to offer you tax-effective financial and investment advice with ongoing support.

CLICK HERE to visit our dedicated Financial Planning web site.

3 Steps to Get Started!

1. What is Financial Planning? CLICK HERE for our Brochure

2. To find out more about the Financial Planning process at SBS, CLICK HERE

3. Arrange an Initial Meeting with one of our Financial Planners. 

CLICK HERE for a Checklist of information to bring to your Initial Meeting

CLICK HERE for a Financial Health Questionnaire for you to complete and bring to your Initial Meeting

Also, after our Initial Meeting and before we can provide you with any written advice, you need to complete our FINANCIAL NEEDS ANALYSER

Our Financial Planning Services

Wealth Creation

• Direct Share Portfolios
• Access to Wholesale Managed Funds
• Regular Savings Plans
• Margin Lending
• Retirement Planning
• Superannuation Advice
• Our "Total Financial Care" Review Service

Wealth Management

• Salary Packaging
• Debt Reduction and Debt "Recycling"
• Cash Flow Analysis

Wealth Protection

• Life Insurance
• TPD Insurance
• Trauma Cover
• Income Protection Insurance

Asset Protection

• Estate Planning (Advice about Wills and Powers of Attorney)
• Business Structures
• High level asset protection advice for business owners and investors

Retirement Planning

• Pension Strategies
• Centrelink Advice
• Social Security Planning
• Asset & Liability Ownership

Finance

• Home and Business Loans
• Advice on structuring your Home Loan
• Equipment Finance and Leasing, including Motor Vehicles