Financial planning is the difference between creating your own financial future and simply waiting to see what happens.
Having a financial plan puts you on the path to a secure financial future, but it takes discipline and commitment to see the plan through and monitor your progress. As financial planners, our goal is to provide you with personalised advice, strategies and recommendations to help you make the best decisions. Our qualified, experienced planners, along with our connection to the Count Financial Limited network, means that we are well placed to devise strategies tailored to every stage of your life. It’s never too early or too late to start planning.
Our services offering includes:-
Investment strategies and reviews
Wealth protection, including term life, terminal illness, TPD, income protection, trauma, etc
Financial health checks
Defined Benefits Advice
We look forward to helping you implement your plan and building a relationship where we can continue to work together to achieve your financial goals.
Contact our Toowoomba financial planning team today to start planning your financial future.
Douglas & Flynn Financial Planners ABN 17 611 357 003 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) 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. Count 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. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited