TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

  • Do you want a plan for the next few years or for the next 10-20 years?
  • What sort of lifestyle do you realistically expect?
  • Are you saving to buy a house? To pay for your children's education? Will you need to support other people?
 
 

How to interview prospective advisers?
Questions to ask your financial planner
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2019 Rainmaker SelectingSuper Awards
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CountPlus firm makes acquisition
17 September 2020, 12:49pm
A CountPlus member firm has acquired the accounting revenues of a boutique advice firm. Read more
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