Lawrence Business Management, Accounting, Financial Planning, Perth

Are you creating your financial future or just allowing it to happen?   

We can help you take charge of your financial security by providing you with a wide range of options and advice through Count Wealth Accountants. You may be surprised as to the range of services we offer. Our financial planning services work for both you and your business. We help you create wealth, fund growth in your business, and protect you through proper planning and insurance.

Our Personal Financial Planning Service

At Lawrence Business Management we take a holistic approach to Financial Planning. Our experience team will take you through the following comprehensive steps when preparing your Financial Plan:

1. Complete data gathering including accurate assessment of the client’s assets, liabilities, income and expenses; as well as super, investment and insurance products and detailed personal/financial objectives.
2. Detailed analysis and strategy planning to improve the client’s financial position and help achieve personal and financial objectives.
3. Documenting strategy and product recommendations in a written advice document, known as a Statement of Advice.
4. Implementing recommendations to ensure the client’s strategies and products are put into action in an accurate and timely manner.
5. Ongoing planning & review to ensure the client remains on track to achieve their lifetime objectives; and to take advantage of planning opportunities that arise in an evolving industry.

Our financial planners in Perth encourage client participation to ensure the goals and objectives are set by the client. The emphasis is on strategy and planning, not product selling. We can illustrate the effect on your financial position should you wish to retire a few years earlier, or change to part-time employment. We aim to provide our clients with the guidance and solutions they need to help them become financially secure.

Click here to meet our Financial Planning Team.

Downloadable Guides

Financial Services Guide_Part 1 (PDF format)
Financial Services Guide_Part 2 (PDF format)

Lawrence Business Management, ABN 79 128 381 939, 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.

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.