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Phil Bossert discusses – Why Wealth Planning and Advisory?

Our very own Philippe Bossert discusses why he got involved in Wealth Planning and Financial Advisory along with his personal approach to his work.  Published in The West Australian on Monday, August 3rd 2015:

Phil Bossert - Profile - The West - August 2015

DISCLAIMERS:

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. Insight Financial Partners Pty Ltd ABN: 73 101 279 663 is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Professional Member of the Financial Planning Association of Australia Limited. Head Office: Commonwealth Bank Place, 11 Harbour Street, Sydney 2000 | 1300 650 432  www.count.com.au.

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Women have the planning edge

Have a read of Fran Hughes’ latest article published in The West Australian on Monday, April 27th 2015: Women have the planning edge - Fran Hughes - The West Australian

DISCLAIMERS:

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. Insight Financial Partners Pty Ltd ABN: 73 101 279 663 is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Professional Member of the Financial Planning Association of Australia Limited. Head Office: Commonwealth Bank Place, 11 Harbour Street, Sydney 2000 | 1300 650 432  www.count.com.au.