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Welcome to the Summer edition of The Count Report

Welcome to the Summer edition of The Count Report

This edition of The Count Report, ‘Make Today Count’ looks at your financial strategy. While it should be something you invest in for the long term, we suggest some small things you can do each day to help you achieve your goals sooner.

We also look at recently proposed changes to super and tax rules and how they could impact your financial strategy.

And our back page ‘Facts and Figures’ has an interesting mix of where Australians are spending their money.

Click here to download this edition of The Count Report.

Click here to contact our Wealth team to discuss how we can help you achieve your financial and lifestyle goals.

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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