We are able to help you define and pursue your financial goals, whether you are focused on saving for retirement with superannuation or building wealth through investments across a broad range of financial markets.

Let us help you understand:

What is Superannuation and how can it benefit you?
What does your super fund do with your money?
How much risk are you taking with your superannuation?
How do I find the best super fund?

Investments:

• Understanding how different investment assets work.

• Establishing a suitable investment portfolio.

• Monitoring and regularly reviewing your investments.

• What rates of return you can expect from different asset classes.

We will help you find appropriate, cost effective insurance cover to provide you with peace of mind and financial security.

We can help you to understand:

Is it time you had a look at life insurance?
TPD or Total and Permanent Disablement Insurance
Why you need income protection
What is trauma insurance?

A well thought out Estate Plan is the perfect gift to leave your loved ones, ensuring they are not left with unnecessary heartache and burden. At Evolution, we understand that looking after your family and your wealth are important to you. Our Estate Planning Advisers can assist you with:

• Reviewing your current situation for peace of mind

• Documenting your desired outcomes

• Organising your affairs with a Statement of Advice so that assets go to those you choose

• Making informed decisions to reduce risk and minimise tax

• Protecting your wealth

Self Managed Super Funds are often referred to as “do it yourself super”. Some people want the control that comes with managing their own super particularly if they have a knowledge or background in financial or legal matters. An SMSF is a private superannuation fund that you manage yourself, choosing where to invest your retirement savings. At Evolution, our SMSF, SPAA accredited advisers, auditors and financial planners understand what our SMSF clients need to achieve their retirement outcomes.

Our advisers can assist you with:

• Technical knowledge to establish the fund and make informed decisions

• Reducing risk whilst having control over your super

• Providing tax minimisation strategies and fund compliance advice

• Providing the tools to succeed by offering advice on where to invest for protection of your wealth

• Providing peace of mind for your retirement through training, advice and support from SPAA accredited advisers

• Providing clear, simple financial forecasts for increased confidence and positive returns and growth

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

Are you looking to buy an investment property?

If you carefully select an investment property with potential for capital growth, negative gearing can be a sound investment strategy in order to reduce taxable income and provide long term capital gain.
Negative gearing occurs when the expenses of owning a rental property outweigh the income it generates each year. This produces a taxable loss, which can normally be offset against other income to provide tax savings.
At Evolution, our experienced Advisers can help you find the right investment loan and assist with strategies to minimise your tax.

This is often an emotional and stressful time where decisions made impact in many areas. We aim to help make the complex simple and hold your hand with kindness and understanding.

We can help guide you through the process of:

• Assessing your eligibility.

• Determining the best options for the level of care required.

• Determining fees structures.

Further details are included in our helpful step by step guide available below.