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Financial Planning*

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at LBA Partners to guide you towards achieving your financial goals.

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* Barbagallo & Allen Pty Ltd ABN 90091987085 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Management Consulting

We have the know-how and experience to offer advice that helps you run your business more effectively.

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Self-Managed Superannuation Funds

At LBA Partners we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

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Taxation

At LBA Partners we offer a full range of taxation services.

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