Financial Planning Services

As a member of Count Wealth Accountants®, Aspen Corporate provides financial planning to complement its accounting and taxation services. Count provides research and technical support to ensure that you receive the very best financial advice. Count Wealth Accountants is Australia's largest independently owned network of accountants specialising in wealth advice.

Our professional accountants and authorised investment advisers are well qualified to offer specific, tax-effective solutions to fast track your journey to financial security.

Our special services include:

• Retirement Planning
• Investment Portfolio Management
• Risk Assessment and Management
• Budgeting
• Gearing
• Special Products

Contact us today for a FREE Initial Consultation to find out how "Financial Planning" can help you achieve the future you want.

Retirement Planning

• A realistic estimation of how much you need to save to finance your retirement
• Strategies to save for retirement
• Income streams for a tax effective retirement
• Age pensions strategies
• Aged-care considerations

Investment Portfolio Management

• Direct share trading
• Gearing to accelerate wealth
• Portfolio planning
• Regular savings plans
• Debt Management
• Your risk profile – the type of investments that best suit you

Risk Assessment and Management

• Insurance to protect your family
• Insurance to protect the interest in your business

Budgeting

• Planning for current and future expenses
• Loan structures to minimise cost and maximise opportunity
• Investments to supplement your income
• Investing to reduce tax and super surcharge

Gearing

• Releasing the capital in your home for wealth creation
• Accessing the capital in your shares without realising a capital gain
• Gearing within super using instalment warrants
• Financing through hire purchase and chattel mortgage

Our Special Products

• Leases, hire purchases and chattel mortgages
• Business finance
• Home and investment loans
• Income protection
• Life, trauma, and total and permanent Disability insurance
• Keyman insurance
• Self managed super funds
• Employer-sponsored and personal superannuation plans
• Direct shares
• Managed funds