Contact Box

Corporate Authorised Representative No.344586 

FCA Financial Pty Ltd is an Authorised Representative of Count

Financial Limited ABN 19 001 974 625 AFSL

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. Count 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. 

49 Beaconsfield-Emerald Rd, Beaconsfield Upper, VIC

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Personal Insurance

At FCA Financial we work with you to protect you and your family, today and in the future, by getting to know you and what you need.

FCA Financial | Investments

Investments

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Ensure your investment are working as hard as you to achieve your financial goals.

Invest in a range of quality assets across shares, property, fixed and cash, both locally and internationally.

Diversification plans

Ensure your portfolio is invested according to your desired level of volatility and risk.

Risk management

Optimise your investment returns through tax-effective strategies.

Tax effective strategies

Benefit from a regular review to consider Australian and international economic trends.


Regular reviews

ADVICE BENEFITS

INVESTMENTS

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

INVESTMENTS

Clinton & Jen & the FCA Team

Clinton & Jen & the FCA Team