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Melbourne Accountant

Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Black and Krantz to guide you towards achieving your financial goals.

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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.

  

 
Complimentary Obligation
Free Consultation
Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.
Testimonials
20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
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Wealth Control Pyramid©
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Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
...decisions made simple!
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Note: You will require your membership number.
If you do not have a membership number, email Linda McKenna.
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Andrew Krantz, Julian Black and Linda McKenna are Authorised Representatives of Count Financial Limited. Corporate entity trading as Wealthadvisers.com.au Pty Ltd ABN 93 922 716 306 trading as Black & Krantz is an Authorised Representative of Count.
Count Financial Limited (ABN 19 001 974 625) Australian Financial Services Licensee No. 227232

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