We help you define, plan and achieve your lifestyle goals and objectives through intelligent financial decision making.

Who are Countrywide Tolstrup Financial Services?

Countrywide Tolstrup Financial Services has a financial planning arm that specialises in strategic advice and financial modelling. Through ongoing relationships with our clients, we develop and implement strategic financial plans with the ultimate aim of improving our clients’ quality of life. Our team of financial advisers are degree qualified and industry recognised to assist in providing our clients with financial solutions tailored specifically to their lifestyle.

What services do we provide?

• Strategic Financial Planning Advice
• Full financial modelling, clearly illustrating the effect of strategic advice and lifestyle decisions
• Asset allocation / Investment advice
• Financial product advice
• Aged Care Financial Planning
• Self Managed Superannuation Funds (239KB)

How are we different to other financial service providers?

• Clients ‘own’ their Financial Plans as they are developed live with them
• We charge a fee for our services, we are not commission based
• We have degree qualified advisers who hold or are pursuing the highest international Financial Planning designation – CFP®
• We use the most advanced cashflow modelling software available
• We have a strong reputation for providing quality, friendly advice

How does our service benefit you? – “PEACE OF MIND”

• Provides confidence in making critical lifestyle decisions
• Empowers client’s to take control of their financial affairs
• Allows greater financial freedom
• Creates value through increasing income and reducing taxation
• Eliminates financial worry and stress

Examples of how financial planning could benefit you (118KB)

Financial Planning seminars

Countrywide Tolstrup Financial Services run monthly seminars on a range of topics. If you would like to be invited to our next financial planning seminar, please complete your details below:

Licensing

Countrywide Tolstrup Financial Services Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd, Australian Financial Services Licensee - Licence Number 244252 for advice on Financial Planning, Superannuation, Personal Risk Insurances.

Access our services

For more information or to arrange an appointment please contact us.