W&D Financial Services

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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 W & D Financial Services to guide you towards achieving your financial goals.

W&D Financial Services ABN48 518 825 366 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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