Our office will close for the Festive Season from midday, 24th Dec & reopen 11th Jan.
Our office will close for the Festive Season from midday, 24th Dec & reopen 11th Jan.
We believe in delivering comprehensive wellbeing and genuine peace of mind. We listen to and connect with clients, and provide quality, personalised and understandable advice and strategies.
Our highly professional team guides our clients and their families to create and protect their wealth and desired lifestyle.
A Financial Adviser can do many things for you and your loved ones and give you peace of mind and
a strong sense of confidence in your future so that you can get on with enjoying life and also prepare for various stages of life.
The benefits include:
Generally speaking, a financial adviser will:
At Gippsland Wealth Management, we have a range of Financial Planning service offerings and packages catering for every stage of life which can be tailored to your individual needs.
What stage of life are you in? We have expanded on two stages below to give you an example of how we will approach your unique situation.
Couples and Families:
A financial adviser can help:
Pre-retirees:
A financial adviser can help:
Retirees:
A financial adviser can help:
Download Count 'Spring' Now & Next
Download PDF HereFaranda Pines Pty Ltd as trustee for the Gippsland Wealth Management Unit Trust trading as Gippsland Wealth Management is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 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 Ltd 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 Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
Privacy & Important Information
Count Financial is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Count Financial.
Count Financial is not affiliated with nor does it endorse other business activities conducted by me in my capacity as an accountant.
As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Count Financial complies with the Privacy Act 1988.
To view the Count privacy policy click here.
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