Wealth Management

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.

Wealth Creation

• Investment strategy and portfolio reviews
• Managed funds and share trading
• Margin lending and term deposits
• Tax minimisation strategies
• Salary packaging and income structuring

Wealth Protection

• Life, trauma, and income protection insurance
• Total and Permanent Disability (TPD) insurance
• Business succession and key person insurance
• Asset protection strategies for individuals and business owners

Retirement & Superannuation

• Superannuation contributions and reviews
• Self-Managed Super Funds (SMSFs)
• Pension planning and Centrelink entitlements
• Income and tax management in retirement
• Structuring assets for long-term security

Estate Planning

• Asset structuring
• Wills and trust establishment and review
• Powers of attorney and guardianship
• Succession planning for family and business

Lending

• Home and investment property lending
• SMSF lending and Limited Recourse Borrowing Arrangements (LRBAs)
• Business and commercial loan guidance
• Debt structuring and refinancing support

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: