Financial Planning for Every Life Stage

At 360° Financial Group, we are dedicated to helping individuals and businesses in Eltham, Mt Evelyn, and Australia achieve their financial goals. Whether you're recently retired, planning for retirement, seeking expert investment advice, or looking to protect your wealth, our team of experienced professionals is here to guide you every step of the way. With a focus on personalised solutions, we ensure that your financial future is secure and aligned with your unique needs.

Superannuation (and SMSF)

A self-managed superannuation fund (SMSF) allows you to take control of your retirement savings. With the ability to tailor your investment strategy, an SMSF can help reduce your tax and provide tax benefits. At 360° Financial Group, we offer a range of services to ensure your SMSF meets compliance requirements and helps you build wealth for the future.

Services we provide include:

  • Establishing self-managed superannuation funds
  • Completion of financial accounts
  • Superannuation audits
  • Advice on compliance matters
  • Taxation benefits
  • Advice on employer obligations
  • Advice on contribution strategies

Investment Advice for Your Future

Whether you’re just starting out or expanding your portfolio, 360° Financial Group offers expert investment advice to help you make informed decisions.

We work with you to:

  • Set clear financial goals
  • Research suitable investment options and associated risks
  • Develop a tailored investment plan to maximise returns

Wealth Protection

Protecting your financial future is crucial, and we offer wealth protection strategies to safeguard your assets and reduce financial risks.

Our tailored solutions can include:

  • Insurance: life/TPD, trauma and income protection
  • Estate planning advice and taxation issues

Financial Planning for Every Life Stage

Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.

360 Financial Group is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

 

The information on this web page is not financial product advice and is provided for information only.

 

Please note that any taxation and accounting services are provided by RMDP P/L and are not within the authority of Count Financial Limited’s (“Count”) Australian financial services licence number 227232.

Get in touch with us on 03 9431 3937 for comprehensive financial planning in Australia.