DGL established a franchise of Count Financial Limited; acting as Authorised Representatives in Financial Planning and holders of Australian Financial Services Licence no. 227232, in February 2000. Count is one of Australia’s top ten financial planning entities and is the largest independently owner network of financial planning accountants and advisers. Count was established in 1980 and is now a publically listed company. John Valentine (Managing Partner) Financial Planner established the practice and is supported by qualified, experienced staff. DGL Financial Planning offers a holistic planning service and caters for many and varied advice strategies including the following services:

Investment

Strategy and advice for – shares, managed funds, savings plans, children’s education, margin lending, wealth creation, debt management, tax minimisation, monitoring and review service.

Superannuation

Strategy and advice for – establishing personal super plans (PSPs), Self-Managed Super Funds (SMSFs), salary sacrificing, deductible contributions, insurance cover via super, business owner’s Corporate Super Funds, retirement planning.

Lending

Business loans, leasing and asset purchase, home & investment loans, rural loans, refinancing to a better deal.

Insurances

Term Life, Total & Permanent Disability, Trauma, Income Protection.

Salary Packaging

For both Employer & Employee, cars, laptops, etc.