Financial Planning

Fusion Financial Solutions provides a variety of services specifically tailored to meet our client’s needs. Our highly experienced team offers quality advice, focused on securing your financial and lifestyle goals. Areas of expertise are:

  • Retirement planning
  • Maximising superannuation
  • Self-Managed Super Funds
  • Taxation planning strategies
  • Debt management
  • Wealth protection (insurance)
  • Saving, budgeting & investing
  • Aged care advice

Our advisers have an extensive background in taxation, benefitting our clients with comprehensive financial advice while keeping taxation planning strategies in mind. If you are looking for guidance, we offer a complimentary upfront consultation to determine if we are able to help you reach your goals. We encourage you to seek professional advice from a reputable adviser.

In March 2015 Fusion Financial Solutions was the recipient of the New Member Firm of the Year award at the Count Annual Conference held in Adelaide. We are very proud to be recognised for our hard work and dedication we show towards our clients and their goals.

 


 

Regardless what stage you are at in your life, our advisers at Fusion Financial Solutions can help. Typically, clients fall into the following categories and in most cases find value in the following services we offer:

Young & Single – goal setting, managing income, protecting your income and assets, budgeting lifestyle expenses, education and travel, saving for your first home, savings strategies and investment saving plans

Young Professional

In a Relationship – goal setting, sustaining long term investments and superannuation, preparing for a family, buying a home, protecting your income and assets, buying a car the most effective way, budgeting and estate planning

Relationship With Young Children – goal setting, planning and strategies for superannuation, budgeting for your children’s education, financing for your mortgage, car or renovations, investment strategies, maximising Government allowances, establishing retirement goals, estate planning and protecting your family

Family

Relationship With Adult Children – goal setting, planning and strategies for superannuation, retirement strategies, paying off your mortgage and superannuation contribution strategies, investment strategies, protecting your income and assets, establishing retirement goals, estate planning and transitioning towards retirement

Pre-retirees

Retired – goal setting, superannuation and pension strategies, estate planning, maximising Government assistance, aged care planning, protecting your income and assets and downsizing your home

Retirees

Value of Advice

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, 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.

 

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

 

Privacy: We are committed to ensuring the privacy and security of your personal information. As an Authorized Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.