Financial Planning

Tailored, financial advice to meet your lifestyle and retirement goals

Take control of your finances with quality financial planning advice

Having control over your finances is empowering. It’s financial freedom. And we are here to get you there.

Our team of expert financial advisors are dedicated to helping you find your financial freedom. Our tailored, personalised financial planning advice has assisted many of our clients reach their current financial goals and effectively plan for their retirement, without sacrificing their lifestyle goals.

Tweed Heads Financial Planning
How can a financial planning appointment help you?

Do you feel your money could be working harder for you?
Are your finances in shambles and feel you are treading water?
Are you ready to look at starting to invest or diversifying your current investments?

You are not alone.

A 2019 report showed that 50% of Australians are stressed about their finances and 85% saying it impacts their well-being. (The Adviser). With accountants consistently ranking in the top 5 of the most trustworthy professions, you can rest confidently knowing you are taking the first step with the right professional by your side, towards your future financial freedom.

A simple appointment with a financial advisor can help set you on a new financial path, with targeted financial strategies and goals to suit you and your family. Whether you are single, married and working or heading into retirement, a financial plan can help consolidate and grow your financial position.

Our areas of financial planning expertise include:

Complete Self-Managed Super Fund service with real time reporting and independent audits and compliance health checks.

Expert financial planning advice for owners and practice managers in the veterinary industry.
Planning and implementing the best retirement plan considering your savings, super and additional income to support your transition into a comfortable retirement.

Assistance with the setup and ongoing management of your super fund including allocation of investments and ongoing superannuation strategies.

With over 20 years experience in advising in taxation we ensure all our advice is structured to look at strategies to minimise the taxation impact of your position.

Coordination of a solid debt management plan to clear your debts in the quickest and most effective way.

It is remiss to recommend a wealth accumulation strategy without protecting the assets funding it. Risk protection strategies involving income protection, life, TPD and trauma insurances are effective examples of this.

How to make the most of your family budget, savings and investment advice to suit your current stage and future goals.
Whether for yourself or a loved one, we can assist with a financial plan for the transition into aged care, options for the current home and look at strategies to minimise the loss of the Government Age Pension.

Coordination and planning of your assets and estate plan including your Will, Enduring Power of Attorney and Binding Death Nominations.

With an extensive background in taxation, our financial advisors provide you with comprehensive financial advice while keeping taxation planning strategies in mind. Simply book a complimentary upfront consultation to determine if we can help you reach your goals.

book a financial planning consultation with our team

Financial Planning explained

Insurance explained

Review Process explained

Book an Appointment with our Tweed Heads financial advisor now and set your path to financial freedom.

BOOK A FINANCIAL PLANNING CONSULTATION

DISCLAIMER: Fusion Financial Solutions Pty Ltd ABN 12 123 723 642 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.