Level 7, 9 Help Street Chatswood NSW 2067 (02) 9419 5233 mail@strategyone.com.au
Our Service
Achieve your financial goals… Sooner
Our clients can benefit from our extensive financial planning expertise, particularly in the following areas:
Superannuation Financial Planning
Superannuation is money saved during your working life for you to live on when you retire. When you start working, your employer pays money towards your superannuation generally into an account of your choice.
Cashflow Management
Managing cash flow effectively is essential to all financial planning. Whether you are a young person seeking to actively grow your wealth through tactical investment strategies, or someone older planning for retirement, a StrategyOne financial planner can help you.
Income Protection
Your ability to earn an income is your most valuable asset. In the event of an accident, illness or major trauma, income protection insurance is designed to cover your ongoing expenses and ensure that the event is not more distressing than it needs to be.
Life Insurance
The glamour of creating wealth often takes priority over the more basic requirement – the need to protect it. In instances of death, disease or trauma, your accumulated wealth can quickly disappear which can lead to severe financial hardships for your family.
Protecting Assets
Protecting your assets is about far more than ensuring you have the necessary insurances in place. Protecting your assets is about minimising the risk of adverse circumstances and setting up structures such as trusts, to safeguard your family’s future by ensuring that your wealth.
Wills and estates
Having up-to-date wills and estate planning is crucial to ensure that your possessions are distributed as per your wishes should something happen to you. Approximately 40 per cent of Australians die each year without a will. Many more leave wills that are neither current nor relevant.
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StrategyOne Advice Network Pty Limited is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”)which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) 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. Count 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. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.