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?
 
 

What does the financial planning process involve?
Questions to ask your financial planner
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Count shutters limited-advice business, slips in size ranking
5 June 2026, 12:34pm
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows. Read more