Wealth Creation*

Our approach is always focused on working with YOU and understanding your situation and the financial and lifestyle goals you want to achieve.

Wealth Creation*

We provide personalised financial planning, ongoing client financial reviews, superannuation and retirement planning advice, estate planning and business superannuation assistance that is tailored to your goals and objectives.

Financial planning is the difference between creating your own financial future and just allowing it to happen.

A plan is the best way to make sure your finances meet your immediate and future needs.

Wealth Protection and Risk Management

Preparing for the unexpected!

Understanding the risks to wealth and taking steps to protect it can be as important as wealth creation itself. Risk includes both personal and business risk and it is important to both yourself and your family that you ensure you have all bases covered for the future. So what has been built is not lost.

Personal risk includes areas such as:

  • life insurance
  • total and permanent disability insurance
  • trauma insurance
  • income protection insurance.*

Business risk includes areas such as:

  • Key person insurances
  • lease of premises
  • employment issues
  • personal guarantees, etc.

It is important to protect owners and directors assets from the potential liabilities of business.

Tax should not be the primary reason for choosing a particular structure. A major consideration when choosing a structure should be asset protection. We will work closely with you to help identify the risks associated with your personal and business situation together with explaining the advantages of different business structures and how they may protect you.

Disclaimer*

KMS Financial Solutions Pty Ltd 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 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, 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.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning: Any advice provided is general in nature and does not take into account your personal objectives, financial situation or specific needs. Before making any decision on the basis of our advice, you should consider how appropriate the advice is to your particular needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to any financial products.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by the Privacy Policy.