Financial Planning
Austbrokers Countrywide Financial Services
We help you define, plan and achieve your lifestyle goals
and objectives through intelligent financial decision making. Austbrokers Countrywide Financial Services has a
financial planning arm that specialises in strategic advice and financial
modelling. Through ongoing relationships with our clients, we develop and
implement strategic financial plans with the ultimate aim of improving our
clients’ quality of life. Our team of financial advisers are degree qualified
and industry recognised to assist in providing our clients with financial
solutions tailored specifically to their lifestyle.
What services do we provide?
How are we different to other financial service providers?
- Clients ‘own’ their Financial Plans as they are developed
live with them
- We charge a fee for our services, we are not commission
based
- We have degree qualified advisers who hold or are pursuing
the highest international Financial Planning designation – CFP®
- We use the most advanced cash flow modelling software
available
- We have a strong reputation for providing quality, friendly
advice
How does our service benefit you? – “PEACE OF MIND”
- Provides confidence in making critical lifestyle
decisions
- Empowers client’s to take control of their financial
affairs
- Allows greater financial freedom
- Creates value through increasing income and reducing
taxation
- Eliminates financial worry and stress
Examples of how financial planning could
benefit you
(127KB)
Financial Planning seminars
Austbrokers Countrywide Financial Services run monthly seminars on a range
of topics. If you would like to be invited to our next financial planning
seminar, please complete your details below:
Licensing
Austbrokers Countrywide Financial Services is a Corporate
Authorised Representative of Millennium3 Financial Services Pty Ltd, Australian Financial Services Licensee - Licence Number 244252 for
advice on Financial Planning, Superannuation, Personal Risk Insurances.
Access our services
For more information or to arrange an appointment please
contact us.
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