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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 Gregory & McCarthy Financial Planners Pty Ltd (ABN 55 610 253 122) to guide you towards achieving your financial goals.

Gregory & McCarthy Financial Planners Pty Ltd ABN 55 610 253 122 provides its financial planning services as an Authorised Representative of Count, 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial 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.


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Business Services

Business Services

We offer a wide range of services to help you run your business as effectively and as stress free as possible.

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Specialist Services

Specialist Services

Our specialist services include SMSF services, business acquisitions & mergers, estate planning plus many more.

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Tax & Audit Services

Tax & Audit Services

Need help with GST, audit and tax returns? Our team can assist you with all your taxation and auditing needs.

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