FINANCIAL PLANNING
In recent years, the Financial Planning industry has undergone significant reform, which is great news for client protection. With stricter regulations now in place, the need for a qualified financial planner has never been greater—whether for personal or business matters.
This is where McKern Strategic comes in. As a fully licensed and authorised representative under an AFSL, we operate from our accounting office in collaboration with the accounting practice to offer services such as strategic superannuation, insurance, succession planning, and more.
Trusted Financial Planners for Business and Personal Wealth
Many of our clients work with lawyers and solicitors as part of their daily business activities. At McKern, we regularly collaborate with local legal professionals who provide high-quality, reasonably priced services. Based on your unique needs, we can refer you to a lawyer we trust to deliver the best service for your situation. We have also supported clients through various legal matters requiring the expertise of Barristers and have worked with professionals across different areas of law.
Please note that while we offer both financial planning and taxation/accounting services, any taxation and accounting services are not endorsed by, nor are they the responsibility of, Count Financial Limited.
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Investing
With expertise across all asset classes, we help you choose the right investments based on your risk profile, financial goals, and timeline. Whether you're new to investing or experienced, we offer guidance on term deposits, managed funds, shares, property, and superannuation.
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Life Insurance
Life insurance provides a financial safety net for your loved ones in the event of your death or illness. We offer a range of coverage options, including life cover, TPD, trauma, and income protection insurance. Our Financial Planning team simplifies the process, helping you select the right policies to safeguard your future.
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Superannuation
Superannuation is often your biggest asset after your home, yet it can be complex to manage. Our financial advisors simplify it by helping you understand your fund, consolidate accounts, track performance, and plan for retirement.
Get in touch
These documents are essential for helping you decide whether to use our financial services. It is divided into two parts.
Financial Services Guide
Part Two: This Adviser Profile details the specific services, fees, and other important information related to us, as an authorised representative of Count.
*McKern Strategic Pty Ltd ABN 15610097508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.NSW. CountPlus 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 Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
