Financial Planning Services

Glenn Taylor of Egan & Taylor Wealth Management Pty Ltd will work together with your Accountant to help you achieve your wealth creation goals and ensure your future is financially secure. Egan & Taylor Wealth Management Pty Ltd is an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, and offers financial planning services to new and existing clients in the following areas:

  • Financial Planning
  • Life Insurance
  • Income Protection Insurance
  • Wealth Creation & Wealth Management
  • Investment Advice
  • Superannuation Management & Advice
  • Transition to Retirement
  • Retirement planning
  • Centrelink
  • SMSF Advice
  • Aged Care Advice

Egan Taylor can assist you to reach your goals. Check out our videos to see how:

The Value of Good Advice


Young and Professional


Couples and Families


Pre-retirees


Retirees

Disclaimer:

Egan & Taylor Wealth Management Pty Ltd ABN 34 168 293 267 provides financial planning services as an Authorised Representative of Count. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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.

No taxation or accounting services are endorsed, nor are they the responsibility of Count Financial Limited.

 

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