LEARNING CENTRE

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
Video
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
CountPlus firm buys back equity
2 July 2020, 12:43pm
A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired the accounting operations of another firm. Read more
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