08 8223 3272 acc@warnecke-co.com.au

Financial Planning

Adopt a sensible financial planning strategy

When it comes to planning your future it is important to adopt a sensible financial planning strategy. Whatever your financial goals may be let the team at Warnecke & Co put together a plan that is right for you and your family.

Wealth Creation & Management

  • Financial plans
  • Managed funds
  • Savings plans
  • Portfolio administration service
  • Investment reviews

Wealth creation is not just about providing investment advice. We look at our clients’ financial objectives and develop a comprehensive plan designed to achieve these. We adhere to fundamental principles of wealth management such as; diversification, holding quality assets, reducing downside risk and not being distracted by short term market movements.

Retirement Planning

  • Superannuation
  • Self-Managed Super Funds
  • Salary Sacrifice
  • Transition to Retirement Pensions
  • Allocated Pensions
  • Estate Planning

It is never too early to plan to ensure you can maintain your desired lifestyle during retirement. Our Statements of Advice detail appropriate super contribution and transition to retirement strategies, superannuation products and funds (including self-managed super funds) and alternative saving plans. We can also explore how much you may need to fund your retirement and provide projections.

Discover what to expect during the financial advice process and what financial advice can do for you.

See what real retirees say about retirement and how having a financial adviser can help.

Wealth Protection

Personal risk insurance ensures you and your dependants will be financially supported in the event of serious illness, disability or death.

  • Life Insurance – a lump sum payable on death or terminal illness. This can help support your dependants to maintain living standards or pay off debts.
  • Total and permanent disability (TPD) insurance – a lump sum to help support you if you are totally and permanently disabled due to illness or injury.
  • Income protection/salary continuance insurance – a monthly income stream to help support you if you are unable to work due to illness or injury, whether permanent or temporary
  • Trauma insurance – a lump sum to help support you if you are diagnosed with a specified major medical condition such as heart attack, stroke or cancer.

A PART OF THE COUNT NETWORK

Warnecke & Co. is part of the Count network. The simple goal of a Count Adviser is to guide you through the financial confusion by providing you with a plan giving you control of your financial future. We offer your tax-effective financial and investment advice with ongoing support.

As a member of Count we only recommend financial solutions based on in-depth research. Of the financial products available, we analyse and aim to find the products suited to your needs.

 

Important information

Warnecke & Co. is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, 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. 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.

Contact us for help with any accounting, taxation, audit and financial planning services.

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