Getting Started

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.

  1. Download Count’s budget planner and determine what your current income position.
  2. Download Count’s Goal Planner and determine your short term, medium term and long term goals.
  3. Contact your superannuation provider and request a current superannuation statement.
  4. If you have any other existing investments, obtain a current statement from the product provider.
  5. Sign up for our investment eNewsletters and commence your ongoing financial education.
  6. If you have any special requirements or would like any additional information, please contact us.