Education Centre

Advice strategies tailored to every life stage

Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.

Starting Out

This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt. Read more

Spending & Saving

This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in this life stage. Read more

Paying off debt

Key objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel. Read more

Wealth Accumulation

Retirement is close enough but too far away to pro-actively aim for. However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today. Read more

Pre-Retirees

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage. Read more

Retirees

Goals focused on managing funds during retirement and maximising investment returns. Read more

William Murphy ABN 97 301 189 602 is an Authorised Representative of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 which is 85%  owned by Count Plus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count member Firm Pty Limited ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Limited is owned by Count member Firm DT Pty Limited ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Limited. The information on this web page is not advice and is intended to provide general information only. It does not account fo your individual needs, objectives, or personal circumstances.

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 Count’s Privacy Policy.

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Disclaimer: ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count member Firm Pty Limited ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count member Firm Pty Limited is owned by Count member Firm DT Pty Limited ACN 633 956 073 which holds the assets under discretionary trust for certain beneficiaries including potential some corporate authorised representatives of Count Financial limited. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.