Financial Planning and Lending

Financial Planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security.

At Franich Crow Oberg, we help you take the first step in building a financial future by constructing an individual financial plan to provide you with a financial road map.  We are an Authorised Representative of Count Financial, a financial planning group owned by the Commonwealth Bank of Australia Ltd.

Our services include:

• Pre and post retirement planning
• Superannuation strategies and rollover advice
• DIY Superannuation advice and set up
• Investment planning advice
• Social Security advice
• Insurance advice
• Estate planning advice
• Home and business lending
• Leasing.

Franich Crow Oberg is one of only two Accounting Practices on the Gold Coast with a partner who holds the Financial Planning Specialist designation from CPA Australia.  This accreditation gives you peace of mind that you are dealing with only the most highly qualified financial planning specialist.  So don’t take unnecessary risks with your financial future.  Allow the specialists at Franich Crow Oberg guide you towards achieving your financial goals.

Disclaimer

Taxation and accounting services do not fall under Count's AFSL.

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. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Count Financial Limited trading as Count Wealth Accountants ®, ABN 19001974625 AFS Licensee No. 227232 Principal Member of Financial Planning Association of Australia Limited