You may be thinking:
“ I’m getting close to having enough deposit money for a property but what is the best way to do this and still maintain
“ Do I need insurance?”
“ How do we best manage a double income to meet lifestyle needs and longer term goals?”
“ My first baby is due soon. What financial issues do we need to think about with this life change?”
Now is when you may start taking stock, thinking about how you can best look after yourself and your loved ones. Maybe you’ve got enough saved and you’re investing in a home. Or you could be expecting your first child. You could even be a professional wondering what to do next – working overseas,
investing or planning for a big adventure in life.
Financial advice can help you take advantage of opportunities to plan by maximising your savings, investments and super – even looking into more complex areas like SMSFs and estate planning. A financial adviser at John Alam & Partners can also help you understand the benefits of insurance, and choose appropriate insurance cover in case the unexpected happens so you and your dependents are looked after.
Don’t leave your financial life to chance – work with John Alam & Partners to manage and grow your savings for the future.
This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. This document has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. ‘Count’ and Count Wealth Accountants® are trading names of Count. Count advisers are authorised representatives of Count. Information in this document is based on current regulatory requirements and laws, as at 15 October 2015 which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on this document. 21812/1015