Advice Strategies Tailored to Every Life Stage

Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.

Life stages:

  • Starting Out
  • Spending & Saving
  • Paying off Debt
  • Wealth Accumulation
  • Pre- Retiree
  • Retiree


Life Stage – Starting Out

This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt.

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Life Stage – Spending and Saving

This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in this life stage.

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Life Stage – Paying off Debt

Key objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel.

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Life Stage – Wealth Accumulation

Retirement is close enough but too far away to pro-actively aim for. However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today.

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Life Stage – Pre- Retiree

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.

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Life Stage – Retiree

Goals focused on managing funds during retirement and maximising investment returns.

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Johnstone Haines Pty is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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