Savings Plans

Whatever stage of life you are at, we can help you start a savings plan!  Now is an ideal time to start saving for your first car, your first home, a holiday or even your retirement. We can discuss different investment strategies and help you decide the most suitable investment platform and managed funds to help you reach your goals sooner. We will also review your investment strategy to ensure that remain on track to achieve your savings goals.

By discussing your goals with your adviser, we can help you build the foundations of a financial plan that will ensure that you enjoy life and are financially prepared to cope with any unforseen circumstances.

We believe every Australian needs 3 pools of wealth® to be able to enjoy financial security and the freedom to afford choices in life. To find out more contact us today.

*Alpha Consulting Group (FP) Pty Ltd offers financial advice as an Authorised Representative of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence 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. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

 

Get in contact