Saward Dawson > Services > Financial Planning

Financial Planning

Financial planning is more than just simply providing investment advice. It is a comprehensive process which takes account of your existing circumstances, helping to define your goals and priorities, so that appropriate and suitable financial strategies can be put in place to achieve your objectives. Such strategies may encompass superannuation and retirement planning, tax and estate planning, regular savings plans, as well as investment and risk management.

Financial planning is also a continuous process which must take into account changes in your needs, goals and priorities and the changing financial environment to ensure that your financial and investment strategies continue to be relevant.

Our services

Everyone’s financial priorities differ. For some they will be the children’s education and mortgage repayments whilst for others seeking financial independence will be the main priority.
The Saward Dawson Financial Planning team take the time to help you plan your financial future. We look at short term and long term goals.

We believe that, as accountants, we are in an excellent position to assist in determining appropriate financial strategies to meet your objectives and provide ongoing advice and assistance in a complex and ever changing financial world.

To provide a more comprehensive service for clients, Saward Dawson Financial Services offers a quality financial planning and investment service within the context of the existing client relationship.

Why Saward Dawson

Saward Dawson is associated with Count Wealth Accountants® (Australian Financial Services Licence Holder Number 227232). Count Wealth Accountants focus exclusively on providing accounting firms, like ours, with the research and technical support required to provide the very best in financial planning advice.

Our advisers are available to consult with clients and help them identify, develop and implement appropriate financial strategies to meet their particular needs and circumstances.

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.

Financial Planning Specialists