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Financial Planning Services

 

Can you afford not to plan for your Financial Future. Mogg Osborne Pty Ltd A.B.N 70 131 399 516 are Authorised Representatives of Count Wealth Accountants, Australian Financial Services Licence Holder Number 227232, a network of accountant-based financial planners, specialising in wealth advice, we are able to offer a range of financial services including;

  • Business Leasing & Asset Purchase *
  • Business Superannuation
  • DIY Superannuation
  • Financial Planning Services
  • Estate Planning Services
  • Superannuation
  • Salary Packaging
  • Wealth Protection
  • Property Investment **

Contact us today for a no obligation and cost free, initial introduction to our wealth management services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services we offer are right for your needs.

Click on the link below for access to Count Financial Limited's comprehensive Financial Planning website.

www.count.com.au

This free consultation does not include tax and accounting services. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Please contact us for further information on how we can help you get back to running your business.

Mogg Osborne Pty Ltd is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count"). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.


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