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Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at BTP Financial Solutions to guide you towards achieving your financial goals.

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Financial Services are provided by BTP Financial Solutions Pty Ltd. BTP Financial Solutions Pty Ltd, ABN 49 612 658 956 is an Authorised Representative of Count Financial Limited.
'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Count advisers are authorised representatives of Count. www.count.com.au
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group's Privacy Policy. For further details, you can refer to the Groups Privacy Policy.

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Business Services

We offer a wide range of services to help you run your business as effectively and as stress free as possible.

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Specialist Services

Our specialist services include Financial Planning, SMSF services, business acquisitions & mergers, estate planning plus many more.

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Taxation Services

Need help with GST and tax returns? Our team can assist you with all your taxation needs.

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