Why Us?

Country Wealth is a client focussed full service financial planning business.  We can provide you with a range of advice options ranging from single issue advice through to complex comprehensive financial plans. We believe that the needs of each client are different therefore we do not produce advice that is “one size fits all”.

Through our strategic partnership with Chartered Accounting firm Rose and Partners and mortgage broker Kel Penfold Finance, our clients will have access to specialist advice in tax and debt management under the one roof.

Why do you need a financial planner?

There has never been a more important time to seek financial advice from an experienced and qualified planner in relation to their financial future. Today’s financial markets are complex and ever-changing. When considering investing there are so many choices requiring access to independent research and specialised knowledge about investment strategies.

How will you benefit?

By working closely together, we provide you with:

• Effective strategies to make you money and preserve your capital
• A financial plan designed for you to help you achieve your financial goals
• Learn about tax effective investments and how they can work for you
• Knowledgeable advice that balances investment risk and return
• Ongoing portfolio review and management to ensure you stay on path to reach your financial goals.

Backed by a reputable financial institution

Our clients have the peace of mind in knowing we have the support of one Australia’s largest and longest standing wealth management institutions, AMP. With over 160 years of experience our relationship with AMP gives us access to leading investment and market research and the latest financial planning strategies. We are able to offer a range of products from dozens of providers.

All financial advisers must work under a financial services licence issued by the Australian Securities & Investment Commission (ASIC). We have chosen to operate under AMP’s financial services licence (232706).