Wealth Creation
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 part of Count Wealth Accountants, Australia's largest independently-owned
network of accountants specialising in wealth advice. We are therefore uniquely
qualified to offer you tax-effective financial and investment advice with on-going
support.
Services include:
- Investment Strategy
- Investment Reviews
- Personal Insurance
- Investment-related lending
- Superannuation
- 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' is the trading
name of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232.
Principal Member of the Financial Planning Association of Australia Limited.