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Financial Planning
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. |
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