Financial Planning

Good financial planning advice not only reduces money-related stress but it has the capacity to turn your financial situation into a positive, providing the structural foundation to create wealth.

Burford Partners is a Count Financial member firm and our Count Financial advisers can assist you in the following financial planning related areas.

Please note that Count provides financial services through its Australian Financial Services Licence (AFSL No. 227232). Your Count Financial Adviser ('Adviser') provides financial planning services to you as an Authorised Representative of Count.

 
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we can help with...

  • Wealth Creation and Protection
  • Insurance
  • Superannuation & SMSFs
  • Investment Reviews
  • Estate Planning
  • Loans and Leasing

Wealth Creation and Investment Reviews

To help you with wealth creation our advisers can 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 will offer you total and enduring financial care.

Wealth Protection and Insurance

It is important at any stage to make sure you have put in place appropriate measures to protect your wealth.

To this end our Count Financial advisers 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 can also help you decide whether you need to purchase insurance products through your superannuation fund.

Estate Planning

Burford Partners’ Advisers 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, we place 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.

(Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.)

Loans and Leasing

When it comes to personal, home or business loans and leasing arrangements, our Advisers can walk you through the options available to you and help you understand what is involved.

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.

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.)

Retirement Solutions, Superannuation and Self Managed Super Funds

Burford Partners’ advisers have expertise in super fund formation, structuring and planning.

Based on your current financial circumstances and retirement plans, we can talk you through a range of strategies which may include contribution planning, salary sacrifice and superannuation income streams.

With the Self Managed Super Fund (SMSF) option, our Count Financial advisers can help you establish, manage and grow your fund.

For more information relating to Self Managed Super Funds visit our SMSF web page.

Count provides financial services through its Australian Financial Services Licence (AFSL No. 227232). Your Count Financial Adviser ('Adviser') provides financial planning services to you as an Authorised Representative of Count. 

Self Managed Superannuation Funds SMSF
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BURFORD PARTNERS HAS THE STRENGTH TO BETTER PROTECT YOUR WEALTH

As a Count Financial member firm Burford Partners is part of the CountPlus network which is the largest network of accounting-led financial advice firms in Australia.

This purpose-designed network is made up of a group of professionally supported, experienced, accounting based financial planners who advise and protect the wealth of clients throughout Australia.

As part of our association with such a strong network, Burford Partners’ Count Financial advisers are kept up to date in the financial planning sphere, complying with regular audit and continuing education requirements and meeting strict legal and ethical criteria set down by the network.


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Count provides financial services through its Australian Financial Services Licence (AFSL No. 227232). Your Count Financial Adviser ('Adviser') provides financial planning services to you as an Authorised Representative of Count. 

Burford Partners is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus 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 Ltd. 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.

Burford Partners Limited ACN 000 857 938 is an Authorised Representative of Count Financial Limited. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625.

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