Calare Financial Services – Financial Planners
At Calare Financial Services we know that financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. We pride ourselves on building long-term relationships with our client base. Attention to detail, good listening skills, up-to-date training and personal service can ensure our clients enjoy financial freedom in the future.
Our qualified, experienced team can discuss your financial options with you and provide a three stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
Calare Financial Services is supported by Count who are one of Australia’s largest network of accountant-based professional advisers. Through Count we offer a range of services including:
When is the best time to start a financial plan? NOW!
Successful investors know that the only way to achieve their personal goals is to regularly review and fine tune their investments.
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock. Australian and overseas shares and managed investment funds are available.
What shape is your super in? Are you confident you are on track to live comfortably in retirement?
My Net Wealth®
My Net Wealth® is a service unique to Count Wealth Accountants, it allows you to access your managed funds. You can make smarter investment decisions and see the “big picture” with your portfolio.
Own your home sooner with competitive home loan products tailored to your needs.
Meet our team
Principal – Business Services, Taxation and Financial Planning
B. Comm. F.C.A. Financial Planning Specialist
Authorised Representative Number: 231641
Bill is an Authorised Representative of Count Wealth Accountants, a Fellow of the Institute of Chartered Accountants, a registered tax agent and company auditor. Bill provides more than just traditional accounting services. He would like his clients to receive a total financial solution. Bill completed a Bachelor of Commerce in 1973 from University of NSW. Bill is secretary of Cowra Rotary and President Elect and spends his spare time in the garden or reading.
Authorised Representative Number: 231643
Jim is an Authorised Representative of Count Wealth Accountants. He was employed by Calare Financial Services from 1 July 2000 as a full-time, financial planner. He has over 35 years experience in the finance industry. He was previously a Proper Authority Holder with Westpac Bank where he worked for 22 years. Jim is also a Member of the Association of Financial Advisers.