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. |
| Complimentary Obligation Free Consultation |
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Places offered now – book a free introduction to discover what financial planning can do for you today. |
| Testimonials |
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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.” Read more... |
| Lifecycle Clock© |
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Our client managers will look after all your needs, tailoring solutions based on your lifecycle needs. The choice is yours or we can advise you of what you need to achieve your goals... ...decisions made simple! Read more... |
| Check your Wrap Balances today! |
| Click here to log into WrapConnect. Note: You will require your membership number. If you do not have a membership number, email Linda McKenna. |
| Tax Facts A guide to all the latest tax facts and statistics you need to know about personal and company tax... Read more... Key Dates All the key dates and deadlines of the financial year... Read more... |
Latest Market Reviews & Commentary To view current changes in the market and the quarterly economic outlook... Read more... |
Newsletter To keep up to date with the latest in Black & Krantz news, please subscribe to our enewsletter. |
Why Wealth Control is for you? Black & Krantz are experts 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. Decide if our services are right for you. Read more... |
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