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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 advice, ongoing financial reviews, superannuation and retirement planning advice, personal risk insurance advice, and estate planning assistance that is tailored to your particular circumstances, goals and needs.

Financial planning is the difference between creating and taking control of your 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 ensure you have all bases covered for the future so that 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 is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

The information on this web page is not financial product advice and is provided for general information only.

Please note that any taxation and accounting services provided by KMS Financial Solutions are not within the authority of Count Financial Limited’s (“Count”) Australian financial services licence number 227232.

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.