Getting Started
Now that you have familiarised yourself with financial planning, investments principles and the various investments options that are available you are ready to get started.
| 1. | Download Count’s budget planner and determine what your current income position. |
| 2. | Download Count’s Goal Planner and determine your short term, medium term and long term goals. |
| 3. | Contact your superannuation provider and request a current superannuation statement. |
| 4. | If you have any other existing investments, obtain a current statement from the product provider. |
| 5. | Sign up for our investment eNewsletters and commence your ongoing financial education. |
| 6. | If you have any special requirements or would like any additional information, please contact us. |
apl Financial Pty Ltd, ABN 20 079 050 245 is an Authorised Representative of Count. ‘Count’ is the trading name of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
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