Tailored advice, specific to your needs
As a Member of Count, Australia's largest independently owned network of financial planning accountants and advisers, your Count Adviser at Robson Partners is not aligned with a financial institution (a bank or insurance company) and will structure your investment strategy and product selection based on your specific needs and only as required.
Financial Planning
Your Count Adviser at Robson Partners can build a financial plan, with ongoing reviews, to put you on the right track to becoming financially comfortable.
Reviewing your strategy is a vital part of successful personal financial management because changes in economic conditions or personal circumstances can have a dramatic effect on your portfolio.
Superannuation and Retirement Planning
With the rising number of retirees superannuation is the most tax-advantaged investment vehicle in Australia. It is now one of the most important investments you will ever own.
Your Count Adviser can help you get the most out of your retirement securely and comfortably, while also minimising tax.
Wealth Protection
Providing for your loved ones, and protecting your current wealth and lifestyle is a key part of a financial plan.
Your Count Adviser can recommend Income Protection, Trauma, Life Insurance or Total and Permanent Disability Policy to make sure that you and your families are protected.
Estate Planning
Estate planning involves more than just preparing your will.
Your Count Adviser can help you develop an estate plan that addresses your own needs into the future, as well as minimising tax for your beneficiaries.
Home and Investment Loans
Count reviewed the home loan market and selected a high quality range of lenders to ensure your loan is both competitive and appropriate to your needs.
So, whether you’re buying your home or an investment property, we can help you select a home loan that is right for you, and structured to be tax-effective, so you can achieve your goals sooner.
Business Loans and Leasing
Your Count Adviser can arrange lease or asset purchase finance for any business purpose – such as vehicles and equipment.
We can offer you FREE no obligation quotes in 5 minutes from a range of providers, with professional advice on the appropriate options to meet your finance requirements.
We can also arrange loans to finance new business investments for expansion and acquisition, working capital or to restructure your existing borrowings.
If you have received a recent quote, call us to compare and you’ll discover just how much we can save you.