All Topics / Legal & Accounting / Count financial services

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  • Profile photo of JoJo
    Participant
    @jodyt
    Join Date: 2015
    Post Count: 23

    Lookng at using the services of a financial advisor.
    Anyone familiar and have thoughts on the Count Financial services group

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    Count are a large group, so it would vary from branch to branch. They tend to be tax agents/accountants and financial planners which can be good.

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Profile photo of JoJo
    Participant
    @jodyt
    Join Date: 2015
    Post Count: 23

    Thanks Terry.
    Its the financial planning side of things we are after.

    Profile photo of RedwoodRedwood
    Participant
    @redwood
    Join Date: 2013
    Post Count: 340

    Get a free consult – each advisor will be a auth representative of the license much like AMP, make your judgement based on your initial meeting with them and see if you agree with their offering and have a good ‘gut feel’ with them.

    See how you go.

    Don’t let them sell sell sell, ask questions, what value will they provide…

    Cheers Ivan

    Redwood | REDWOOD | SMSF | PROPERTY | FINANCE
    http://redwoodadvisory.com.au
    Email Me | Phone Me

    SMSF - PROPERTY INVESTMENT - WEALTH CREATION AND FINANCE SOLUTIONS

    Profile photo of JoJo
    Participant
    @jodyt
    Join Date: 2015
    Post Count: 23

    Thanks Ivan,
    I have had the initial consult and did get a good vibe.
    Just wanted to get some extra feedback in case anyone here has had or heard of any bad experiences with them

Viewing 5 posts - 1 through 5 (of 5 total)

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