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Wealth Management

Financial Services

Twomeys is a member of Count Financial Limited trading as Count Wealth Accountants™ AFS Licence Number 227232. Count is a network made up of around 200 firms throughout Australia.

As one of the top Count accountants and advisers in the country, Twomeys is able to provide Financial Planning Services to both existing and new clients.

The delivery of our financial planning services involves assessing your current financial position, helping you define your life goals and then developing a written tax-effective forward plan that is tailored to help you create, build and preserve your wealth without undue risk.

Twomeys' Financial Services Team provides comprehensive, personalised service in the following areas:

Wealth creation
  • Investment advice and reviews
  • Managed funds
  • Share trading
  • Margin lending
  • Term deposits
  • Tax minimisation
  • Salary packaging
Wealth Protection
  • Life insurance
  • Income protection insurance
  • Total and Permanent Disability insurance
  • Trauma insurance
  • Business insurance
Retirement planning
  • Assets and structure
  • Income and Tax Management
Superannuation
  • Estate planning
  • Centrelink entitlements
  • Pensions
  • Self managed superannuation

The goal of our Count advisers is to guide you through the financial confusion by providing you with a plan giving you control over your financial future.

We are uniquely qualified to offer you tax effective financial and investment advice with on-going support.

Twomeys’ Authorised Representatives who are qualified to provide you with Financial Planning services are:

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy and Terms and Conditions

Twomeys 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 is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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