We help you structure your investments in a way that is tax-effective, but also meets your ongoing cashflow requirements.
Wealth accumulation and planning
We review your current position and establish your goals to then look for opportunities to either enhance your existing wealth accumulation plan or create a new one.
Super and retirement planning
We can help you set up a public offer or a self-managed super fund, then help guide your ongoing investment strategy to maximise tax-effectiveness and minimise costs.
After we assess your risk tolerance we give you access to a diverse range of investment options and establish a disciplined approach to review your investments in line with your strategy.
We help you put in place strategies to protect your life, income and assets if you suffer a serious illness or accident.
We help you use debt efficiently to accelerate investment growth and eliminate inefficient debt.
Ongoing tax management
We work proactively with your accountant, or with our affiliates, to ensure your assets and investments are structured tax-effectively.
Personal CFO services
We offer a personalised and all-inclusive financial planning service - tailored for senior executives and professionals.
Family office services
We offer wealthy family groups a high level personalised service to manage complex financial affairs. With one point of contact, we construct a wealth management strategy to ensure the family group's vision is maintained.
We refer to and work with a number of high-quality legal firms who are practice area specialists, collaborating to ensure you receive comprehensive legal advice that aligns with your plan.
Estate planning and administration
We work with internal and external estate planning experts as necessary to protect your personal and business assets, and ensure the tax-effective transfer of your wealth. Our service also includes investment planning, philanthropy and the establishment of wills, powers of attorney, custody and trustee services.
We provide effective offshore strategies to help you manage international investments, tax structures and pension transfers while repatriating back to Australia.
Corporate Superannuation and Employee benefits
We can help you start or manage a corporate super plan and offer your employees financial counselling, including maximising employee and investment options seminars and super reviews. We also help business owners manage a strategic exit and business succession plans.
* Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.