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The Count Report Winter 2017 Edition

With 30 June approaching, we have compiled ‘Your financial year checklist’ to take some of the headache out of preparing for tax time.

‘Understanding your super and pension statements’ also provides a breakdown of your statement – without the finance speak – so you can better understand how and where your money is invested.

And finally, we have included some ‘Facts and figures’ on the health benefits of regular exercise, with some tips on how to get started – perfect for that extra motivation during winter.

We hope you enjoy reading this edition of The Count Report and look forward to helping you reach your financial and lifestyle goals in the future.

Click here to access the full copy of The Count Report.

If you would like to talk about handling your finances or would want to understand more about your super, please do not hesitate to contact us on (08) 9301 2200.

written by:

Aaron has over twenty years of experience in the financial services industry working with large companies and small businesses across all aspects of financial planning. He has broad experience across superannuation (including self-managed superannuation), investments, estate planning and personal insurance, retirement planning and business succession planning.
Aaron is passionate about the value of professional, client-focused advice and enjoys working closely with clients to help them make smart decisions with their money, as well as aiding them to clarify and achieve their financial aspirations.

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