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View our Complete Guide to our Personal Financial Planning Services [PDF]
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:
- 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.
- Detailed analysis and strategy planning to improve the client’s financial position and help achieve personal and financial objectives.
- Documenting strategy and product recommendations in a written advice document, known as a Statement of Advice.
- Implementing recommendations to ensure the client’s strategies and products are put into action in an accurate and timely manner.
- 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.
The process at Lawrence Business Management encourages client participation to ensure the goals and objectives are set by the client. The emphasis is on strategy and planning, not product selling. Our lifelong cash-flow forecasts factor in all financial needs, from upgrading motor vehicles to retirement indulgences. 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
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