The single goal of our advice at Brennan Sloan is to guide you through the financial confusion by providing you with a plan giving you control over your financial future.
We are therefore qualified and licenced* to offer you tax-effective financial and investment advice with on-going support.
- Investment Strategy
- Investment Reviews
- Personal Insurance
- Investment-related lending
- Estate Planning
- Retirement Planning
- Social Security Strategies
We assess your current financial position, listen to your goals in life then guide you step-by-step to enable you to create, build and preserve your wealth without undue risk.
Our mission is:
"To provide our clients with a total financial solution accompanied by high ethical and service standards".
To discuss your particular circumstances at an obligation-free initial consultation, contact us
*Brennan Sloan is an Authorised Representative of Count. 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited, ABN 19 001 974 625, AFS No. 227232, 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.