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Financial Planning
At MLCS Corporate our purpose is to create a plan that helps our clients realise their goals. It’s not just about the numbers, it’s much more than that.
MLCS Corporate offer financial planning advice as an Authorised Representative through Count Financial.
Count is one of Australia’s largest networks of accountant based professional advisers providing quality financial advice.
With access to the latest technical resources, research, advice software, and business support to help deliver quality advice to clients, we provide a wide range of quality investment and insurance solutions.
A goal without a plan is just a wish"
-Antoine de Saint-Expury
We try to educate our clients and help them make informed decisions about their future.
So whether you’re just starting out, approaching retirement or managing funds for an organisation,MLCS Corporate will assess your current financial position, listen to your goals in life and then guideyou step-by-step with a written plan tax-effectively tailored to you to create, build and preserve yourwealth – without undue risk.
How MLCS Corporate helps you
The key steps to any sound financial plan are:
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Establish your goals in life – short, medium and long term;
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Work out what assets and liabilities you have – write them down;
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Evaluate your current financial position – how close are you to achieving your goals?
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Develop your plan – create a “map” for achieving your different goals;
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Implement your plan - construct a portfolio – make the changes and make it happen; and
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Monitor and review your plan at least yearly and make adjustments when needed.
Financial Planning is like Navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult"
- Venita VanCaspel
By planning your finances to meet your goals you will have much greater confidence of where you are going in life, reduce your stress levels and start to enjoy life more.
Part of the Count Network
MLCS Corporate is part of the Count network. The simple goal of a Count Adviser is to guide you through the financial confusion by providing you with a plan giving you control of your financial future. We offer you tax-effective financial and investment advice with ongoing support.
As a member of Count we only recommend financial solutions based on in-depth research. Of the financial products available, we analyse and aim to find the products suited to your needs.
Important Information
MLCS Corporate is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count 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.
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.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
A copy of the Count Financial Complaints Handling Policy can be downloaded here.