Financial Planning

Fleming Partners is a member of Count Financial Group Limited trading as Count Wealth Accountants AFS Licence Number 227232.

Fleming Partners is able to provide Financial Planning Services to both existing and new clients.

Fleming Partners Financial Planning Team provides comprehensive, personalised service in the following areas:

Wealth creation

  • Investment advice & reviews
  • Managed funds
  • Share trading
  • Margin lending
  • Term deposits
  • Superannuation
  • Tax minimisation
  • Salary packaging
  • Self Managed Superannuation

Wealth Protection

  • Life insurance
  • Income protection insurance
  • T.P.D. insurance
  • Trauma insurance
  • Business insurance

Leasing and asset purchase

Loans

  • Homes
  • Business
  • Investment

Retirement planning

  • Superannuation
  • Estate planning
  • Centrelink entitlements
  • Pensions

The goal of our Count advisers is to guide you through the financial confusion by providing you with a plan giving you control over your financial future. We are uniquely qualified to offer you tax effective financial and investment advice with on-going support. Fleming Partners Authorised Representatives who are qualified to provide you with Financial Planning services are:

  • Leanne Mulham
  • Graeme McKindlay

For any enquiries regarding Count Financial Planning Services for clients, please phone our reception or email count@flemingpartners.com.au. We are committed to ensuring the privacy and security of your personal information. As an authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy. To view Counts Privacy Statement follow this link to Count's Privacy Policy.

Fleming Partners is a Member of Count. Count and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Lending Services are provided by Count's subsidiary, Finconnect (Australia) Pty Ltd ABN 45 122 896 477. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.