Now that you have familiarised yourself with financial planning, investments principles and the various investments options that are available you are ready to get started.
- Download Count’s budget planner and determine what your current income position.
- Download Count’s Goal Planner and determine your short term, medium term and long term goals.
- Contact your superannuation provider and request a current superannuation statement.
- If you have any other existing investments, obtain a current statement from the product provider.
- Sign up for our investment eNewsletters and commence your ongoing financial education.
- If you have any special requirements or would like any additional information, please contact us.