Professional consultants in

Wealth Management

Your personal financial planner will create a customised wealth management strategy designed just for you.

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Can you afford your life dreams? Build your wealth and financial security.

To develop a customised financial plan to reach your life goals and secure your financial future, start with getting the best possible advice from a professional financial planner. Lipin Partners’ financial advisers are committed to helping Australians to achieve the way of life and retirement peace of mind that they need.

Because everybody’s situation is unique to them, so are our tailored recommendations on how to aim for and reach your wealth management goals. After an initial consultation with you to completely understand your financial circumstances, stage of life, desired lifestyle and retirement objectives for you and your family, our advisor will develop a personal wealth creation plan that is right for you.

Our financial planning approach at Lipins Partners

Our financial planning approach identifies key areas including your income and expenditure, short-term financial commitments; and financial and retirement objectives. We help you achieve your goals via a tax-effective wealth management plan customised for your income needs, risk protection profile and savings capabilities. Get the future you want.

Advice strategies tailored to every life stage

Wherever you are in your life, a count financial adviser can help keep you on track to reach your financial goals.

Estate Planning

Estate Planning and Succession Planning Questionnaire
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Dying Intestate for Clients

Additional Information

Count Informing You – Help Your Kids Avoid The Debt Spiral
Count Informing You – How To Be Financially Prepared This Christmas

Member of CountServices provided by Lipins Financial Solutions Pty Ltd as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) 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.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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