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Contact Us

Phone

03 9727 1277 

 

Email

admin@dcataxandfinance.com.au

 

Address

Shop 4/91 Brice Avenue

Mooroolbark, Vic 3138 

Financial Planning

 

Who is COUNT WEALTH ACCOUNTANTS?

 

As a wholly-owned subsidiary of the Commonwealth Bank group of companies, Count Financial Limited (AFSL 227232) is Australia’s largest network of accountant-based professional financial advisers.  With almost 300 Accounting firms nationwide, Count has been empowering we Members to secure your financial future for over 30 years by delivering a comprehensive financial planning service to you.

 

DCA Tax & Finance has been a Count member since 2005.

 

Count holds an Australian Financial Services Licence and appoints member firms and individuals as Authorised Representatives.  DCA's Authorised Representatives, Deborah Campbell and Rohan Creedon, are able to provide financial advice to you.

 

What can DCA TAX & FINANCE do for you?

 

We believe that all of you work hard to create wealth, protect your assets, provide financial security for your families and accumulate enough investments to fund a comfortable retirement.

 

So, what is Financial Planning all about?  How can Financial Planning assist you in achieving these goals?

 

It involves formulating various strategies tailored specifically to your financial needs which takes into account your current financial resources, age, lifestyle, investment experience, risk profile and investment time horizon so that in your retirement years you reap the benefits from this careful planning.

 

Why not take up our free 30 minute Consultation offer?

 

Some of the points of discussion will be:

  • Budgeting and Savings plans
  • Asset protection through appropriate insurances
  • Wills and Enduring Powers of Attorney to protect your lifestyle and assets
  • Your mortgage and how to pay it off or shorten it’s term
  • Financing assets
  • Superannuation
  • Retirement & Centrelink
  • Managed Investments
  • Aged Care

We have access to over 17 lending institutions to ensure that you have the best possible choices when deciding on your Mortgage lender and can also assist with any Centrelink enquiries.

 

Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so, as your needs and circumstances change, we review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances.

 

 

DCA Tax & Finance 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’) 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. 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