After the October Budget non-event we were looking forward to a more pro-active and interesting May 2023 Federal Budget. Just as is the case with…
What we do
Whether you are planning for the short term, the long term or somewhere in between, if you want to be able to manage your money better B & W Additions can help you.
At B & W Additions, our aim is to provide expert professional advice and excellent service to all our clients.
Who We Help
Anyone who is concerned about their financial future and wants to make good decisions with money should have a financial plan.
Broadly we divide these into three main groups mainly because of the ability to leverage different tax savings at different times of our lives.
Individuals, Couples and Families
These are usually people who are at the stage in their lives when they are receiving income and looking to invest for the future.
PRE-RETIREES
These are people who are coming towards the end of their working career and want to structure their affairs so that their transition to retirement is financially beneficial.
RETIREES
Once retired it is important that affairs are structured so that retirees can afford to enjoy the benefits of their earlier planning.
One Step Ahead
Why You need us
STRUCTURING OF TAX EFFECTIVE INVESTMENTS
INVESTING PROCEEDS FROM ASSET SALES
LOOKING TO OPTIMISE SUPER
LOOKING FOR RETIREMENT STRATEGIES
SEEKING INSURANCE
LOOKING TO MANAGE A SELF-MANAGED SUPERANNUATION FUND (SMSF)
CREATION OF A REGULAR SAVINGS PLAN
NEEDING ADVICE ON PENSION ELIGIBILITY AND ENTITLEMENTS
ESTATE PLANNING
REDUCING DEBT
Our Services
CONTACT US ON 03 9629 1433 TO FIND OUT HOW WE CAN HELP YOU
Meet The Director
Tom Weir
We Will Help You Every Step Of The Way
We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.
01
Tailored Solutions
We understand that each of our clients is different and approach each clients needs individually. No one size fits all approach.
02
We listen
We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions.
03
Experience
Our Financial Planner Tom Weir is an Authorised Representatives of Count Financial. Tom is highly regarded and very well respected in the industry.
Latest news
With all the rhetoric from the current Government about easing the cost of living expenses during and after the last election and how they have…
On Tuesday, 29 March 2022, Treasurer Josh Frydenberg handed down the 2022-23 Federal Budget. In an election Budget, the Treasurer announced a range of cost…
When someone mentions personal insurance whether that be life insurance, total & permanent disability insurance (TPD), critical illness (trauma) insurance or income protection insurance many…
03 96291433
Count Financial Limited
ABN 19 001 974 625
AFSL 227232
B&W Additions Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice andis intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.