Wealth Management

Our Wealth Management team work in conjunction with our accounting and SMSF teams to provide holistic financial planning and wealth management advice that encompasses your entire financial position.

We take full advantage of our team’s knowledge of strategies and structures to develop financial plans that are tailored specifically to your goals and objectives.

We take great care and time to understand your need’s, values and aspirations – both financial and non-financial. This allows us to provide advice that aims to maximise your wealth, assist you to enjoy your desired lifestyle, make contingency plans for the unexpected and better provide for your family.

Our team is made up of highly experienced and trained members who are committed to meeting your needs.

We provide advice in a number of areas, some of these are listed below:

Wealth creation advice

We utilise our expertise in a number of different areas of advice to tailor a strategy that suits you, our client. These strategies can range from the most simple straight forward to the complex intertwined strategies, that can encompass the areas of advice below:

  • Investment advice and portfolio construction
  • Ongoing reviews and portfolio management
  • Active asset allocation
  • Tax effective strategies
  • Managed funds
  • Share trading
  • Gearing strategies & margin lending
  • Negative gearing
  • Term deposits
  • Salary packaging
  • Budgeting and cash flow strategies
  • Wealth creation

Superannuation & retirement planning

We will review your existing superannuation plans and propose alternatives that meet your individual goals and objectives. Including projecting out the impact of our advice on your superannuation benefits to ensure you have sufficient funds for your retirement.

We are also able to provide:

  • Projections of superannuation balances and financial positions
  • Self-Managed Superannuation Fund strategies
  • Pension strategies
  • Advice on social security and Centrelink entitlements
  • Advice on defined benefit superannuation funds

Estate planning

We will work alongside your legal service provider to put into place appropriate legal documents and structures to ensure that your estate is passed onto your intended beneficiaries.

We are able to do this by providing assistance with:

  • Reviewing any applicable ‘death taxes’
  • Development of binding death nominations
  • Establishment of testamentary trusts
  • Business succession planning

Insurances & wealth protection

We will work with you to put in place appropriate protection for you and your family in the event of a disability and/or death. A medical event can have a profound impact on your family’s finances and overall lifestyle and it is important that your family’s standard of living is maintained.

Items of protection in which we can provide advice, include:

  • Life insurance
  • Total and permanent disability insurance
  • Income protection insurance
  • Trauma insurance

Aged care specialist advice

Arranging for your loved ones to move into Aged Care accommodation can be an emotional time for everyone, let alone trying to understand the complex rules and regulations surrounding Aged Care facilities.

We can assist in this process by advising on:

  • The retaining or selling of the family home
  • The cost of accommodation bonds and/or refundable accommodation deposits
  • The cost of ongoing fees and/or daily accommodation payments
  • Social security and/or Centrelink entitlements

Financing & lending solutions

We have a number of referral partners which can assist you in applying for a loan or reviewing your current situation. We will also be able to provide advice as to how best to structure your finances around your loans.

In conjunction with our referral partners we can assist you with:

  • Budgeting and cash flow strategies
  • Insurance requirements
  • Tax effective strategies
  • Debt consolidation
  • Negative gearing

Cox Partners Accountants Pty Ltd (ABN 43 092 908 659) offers financial advice as an Authorised Representative of Count Financial Limited (ABN 19 001 974 625), Australian Financial Services License Number 227232 (“Count”) using Count’s Approved Product List. Count is 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‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited (ABN 19 001 974 625).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 Group’s Privacy PolicyLending services are referred to Finconnect (Australia) Pty Ltd (ABN 45 122 896 477) Australian Credit License No. 385888 a wholly owned subsidiary of Count Financial Limited.