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Our Financial Advising Team
Our Financial Advising Team consists of Steve Stubberfield, Todd Charnas, Peter Mitchell, Peter Young, Vince Fusti, Leo Treble and Support Staff.
What We Do
Our Financial Planners are all Authorised Representatives of Count Wealth Accountants® and are also Accountants who are fully aware of tax, investment and related issues that effect the security of your financial future. You’re never too young to start building for the future, and it’s easier to talk to someone who you already know, or who can look after all of your financial needs.
Our Association with Count Wealth Accountants
Our Financial Planning Service is offered through our association with Count Wealth Accountants, an Australian Financial Services Licence Holder. Count is Australia’s largest independently owned network of Accountants specialising in Financial Planning and Investment Advice. The group is made up of over 520 Accounting firms with over $5 billion clients’ funds under management and over 100,000 clients Australia-wide.
This means that you have first hand information and advice on all areas dealing with Financial Planning.
To have your financial situation assessed and recommendations made as to what to do in the future does not cost you anything. Once you fill in a questionnaire, a plan suitable to your specific situation is developed and discussed with you, It is then up to you how to proceed. Appointments for these interviews and discussions can be made at a time to suit you. Contact us
SERVICES
- Superannuation & Retirement – When you want to retire and the lifestyle you want to lead upon retirement will determine how much you need to put away now into superannuation. There are also many tax advantages to additional super contributions depending on your income. You may also want to consider setting up your own super fund.
- Business Farm & Succession Planning – In order to make the best of your business, farm, property and other assets upon your retirement or in the unfortunate event of your death, it is important to plan ahead now to ensure that your loved ones are taken care of and business affairs are in order. For more information, please see succession planning under Stubberfield Partners.
- Share Trading – The share market provides for effective long term investment growth. There are numerous options in terms of the types of shares, managed funds and other products on the market. Our Financial Planners are well versed to provide you with the best advice to suit you.
- Risk Insurance – When you are working and have a wide array of financial commitments, it can be advantageous to protect your income in case of physical impairment, sickness, accident or even death. This can assist in your family being able to survive through these types of tragedies.
- General Investment – Some want to invest in short term investments such as fixed interest or cash management trusts. We can help with these as well as suggest other options that may be relevant to your situation.
- Investment Reviews – Whether you have an investment portfolio with us or not, we can review it for you to ensure you are getting the best returns possible for your situation.
| Enter the World of Wealth Advice and: |
- Seminars – We regularly run seminars on a wide variety of topics, generally covering all financial planning issues. If you are interested in attending one of our seminars, use our ‘Contact Us’ section of our website to register your interest.
- Newsletter – We offer a free newsletter with all the latest topical information regarding Financial Planning issues. If you would like to be added to our mailing list, you can register your interest.
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Stubberfield Group ABN 27 006 258 751
Australia. All rights reserved.
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