FINANCIAL PLANNING
Trusted Financial Planners for Business and Personal Wealth
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.
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.
With experience investing in all asset classes, we can distinguish which asset class is the most suitable for you. If you’re just starting as an Investor, there’s a lot of information to absorb. We will help you understand your risk profile and select the right investments that match it. We consider your attitude to risk, your investment time frame and your financial and lifestyle goals to achieve the best possible results.
We offer advice on a wide range of investments:
Term deposits
Managed Funds
Shares
Property
Superannuation
Life Insurance ensures your loved ones (spouse, children, whoever you choose) have a financial safety net if something happens to you.
Different life insurance products are designed to protect you from different events that can occur:
life cover — pays a lump sum when you die
total and permanent disability (TPD) insurance — pays a lump sum to help with rehabilitation and living costs
trauma insurance — covers you if you’re diagnosed with a major illness
income protection insurance — pays some of your income if you can’t work due to illness or injury. Our Financial Planning team provides holistic advice on personal insurance and can implement the necessary policies for you, saving you the time and effort of doing it yourself.
We understand that the variety of insurance options available today can be overwhelming. We're here to help you navigate this landscape and choose the right coverage to protect you when you need it most..
For many of us, Superannuation is the largest asset we have, apart from our homes. With a variety of contribution options, superannuation can be a complex area to navigate. Our financial advisors have access to hundreds of different superannuation funds throughout Australia.
This means we can provide you with the best advice to suit your individual needs. We provide you with regular updates and empower you to download the relevant apps so you can see for yourself in real-time how your funds are going.
Our team of financial advisors can help you:
Understand your super fund and how it can benefit you
Find any lost super you may have
Consolidate your super into one account
Review your existing fund and find a new one if necessary
Improve your fund performance
Secure your financial future for retirement
Set up a self-managed super fund (SMSF) if applicable
Super regulations are changing constantly so it is important to get professional financial advice to plan for a more secure lifestyle in retirement.
These documents are essential for helping you decide whether to use our financial services. It is divided into two parts.
Part One: This section offers important information about Count and the financial services it provides.
Part Two: This Adviser Profile details the specific services, fees, and other important information related to us, as an authorised representative of Count.
Financial Services Guide
Part 1
Part 2
*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.
