Financial Planning

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    Member of Count Financial

    As a member firm of Count, Burford Partners specialises in providing the professional advice necessary to help you plan and manage your wealth, through financial, superannuation, investment and retirement planning.

    By undertaking a thorough analysis of your specific financial circumstances, and by understanding your financial and lifestyle goals, we will help you set up the most appropriate and effective strategy to meet your objectives.

    Wealth Creation and Investment Reviews

    To help you to achieve your goals, we will ascertain your tolerance to risk, recommend appropriate strategies and identify suitable investment assets. We will review and re-evaluate your situation over the long term. We will help you budget and manage your cash flow and will discuss whether gearing strategies may be appropriate for you. In short, we offer you total and enduring financial care.

    Wealth Protection

    Burford Partners understands the importance of putting in place appropriate measures to protect your wealth. To this end we will assess your needs and discuss with you the available income protection plans, life insurance policies, total and permanent disability covers and trauma relief that most suit your needs.

    We will assist you in deciding whether or not to purchase insurance products through your superannuation fund.

    Retirement Solutions, Superannuation and Self Managed Super Funds

    SuperannuationBurford Partners has expertise in super fund formation, structuring and planning.

    Whatever your current financial circumstances and retirement plans, Burford Partners will listen and choose from a range of strategies which may include contribution planning, salary sacrifice and superannuation income streams.

    If you choose a Self Managed Super Fund, the Burford Partners Superannuation team works closely with you to minimise your compliance risks and optimise beneficiary outcomes.

    Our expert team will guide you through all relevant legislation, regulations and reporting obligations. We will advise on the most appropriate investment strategies that suit both current market conditions and your individual requirements.

    Estate Planning

    At Burford Partners, we understand how important the transfer of your wealth is. So that this is done in the most financially efficient and tax effective way, we may well advise such strategies as the use of testamentary trust structures to provide the best asset protection and taxation advantages.

    In this context, Burford Partners places particular emphasis on income and capital gains tax planning which we consider crucial to maximise your wealth and to properly preserve the assets of your estate.

    Loans and Leasing*

    Sold!Burford Partners can help you with home loans, investment loans and business loans. If leasing is the better option, our team will help you find the optimum leasing package.

    We have access to competitive and flexible loans for homes and investments, and should wealth acceleration through gearing be right for you, then we can help to set you up in the right margin lending or instalment gearing product.

    Social Security and Aged Care

    Burford Partners has a tradition of helping older clients. Part of our work involves assisting and representing clients in dealing with Centrelink. We also find that clients require guidance in navigating aged care regulations.

    Often, the strategies that we recommend in the areas of wealth and income planning are designed to optimise the choices our older clients are able to make in respect of their aged care needs.

    Services provided as 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') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

    *Lending services are provided by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 , Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Ltd.