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Achieve Your Financial Goals

We all know the importance of goal setting.  As the saying goes, “if you aim at nothing you will achieve it every time”.  Having defined goals and objectives lets you work towards achieving those goals and optimises your chance of success.

When it comes to financial goals, most people need to plan well ahead to ensure their long-term financial futures.  Once you set your goal, a plan can be developed to navigate towards this goal.  The route may include bumps and curves like raising a family and upgrading the family home, as well as stopovers like family holidays.  But having a plan enables you to head in the right direction, confident that you have a plan to achieve your long-term goals.

Saward Dawson Wealth Advisers Pty Ltd (as trustee of the Saward Dawson Wealth Advisers Trust – ABN 74 620 432 790), Saward Dawson 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 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. 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.

Achieve Your Financial Goals Specialists