Count financial services

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

Jo
Participant
@jodyt
Join Date: 2015
Post Count: 23
February 4, 2016 - 3:25 pm
Lookng at using the services of a financial advisor.
Anyone familiar and have thoughts on the Count Financial services group
Terryw
Participant
@terryw
Join Date: 2001
Post Count: 16,213
February 4, 2016 - 6:38 pm
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
Jo
Participant
@jodyt
Join Date: 2015
Post Count: 23
February 5, 2016 - 4:03 pm
Thanks Terry.
Its the financial planning side of things we are after.
Redwood
Participant
@redwood
Join Date: 2013
Post Count: 340
February 5, 2016 - 6:51 pm
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
Jo
Participant
@jodyt
Join Date: 2015
Post Count: 23
February 7, 2016 - 3:03 pm
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