WHAT DOES YOUR FUTURE LOOK LIKE?
If you’re thinking of starting a family, buying your first home or just enjoying more control over your finances, we’re here to help. You may be able to get where you want to be by seeking financial advice.
Learn MoreNo doubt you have ideas about what you want in life. Taking practical steps towards creating a better life starts with the right financial plan for you. Sometimes a small but wise decision can have a big impact.
Learn MoreI’ve been dealing with Rami for 8 years. I have found his financial advice to be sound, honest and the best choice for my family. He’s easy to contact and responds to all my enquiries in a timely and professional manner. I’d have no hesitation in recommending Rami, and personally look forward to continuing to work with him for my own future financial needs.
Rami Elkassem has been our Financial Advisor for over 10 years. During this time, he has provided us with sound retirement planning advice, helping us navigate through some challenging economic environments.
Rami is very customer focused. He meets with us at times and locations which suit us. He is always readily available either by phone, electronically, or in person to answer our enquiries and this was especially highlighted in 2020 when we had many concerns around volatile financial markets caused by the COVID-19 outbreak.
It has always been a pleasure working with Rami and we thoroughly recommend him to anyone who is seeking financial advice.
Rami was extremely helpful when we met him to discuss our Superannuation and Insurance. Rami helped us make better use of our money and implemented strategies to ensure our family can be financially secure in the event of any unforeseen
circumstances. Rami explains everything in a clear manner and is always readily available for help and advice. He is extremely knowledgeable in the field, and we trust him with confidence.
We recommend Rami to anybody wanting to take their finances to the next level!
Rami has helped my mother & father-in-law for many years, and over the last few months, I have had the absolute pleasure of dealing with Rami myself.
I would like to express my biggest thanks for all the help you have given us over the years, especially the last few months. You were our biggest saviour during one of the hardest and most stressful times in our lives and I cannot thank you enough.
The expertise and attention to detail with which you handled my mother & fathers-in-law accounts could not be faulted. Particularly reassuring to me is the absolute truthfulness, your kindness, and constant support with your dealings with us. Nothing was ever too much, and we will be forever grateful for everything you have done for us. Thanks for being a great human being.
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Life Plan Wealth Advisors is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% 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 and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.
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