Financial Planning

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What is important to you in life?

Understanding what the most important thing to you in life is, allows us to effectively recognise your holistic financial position and where we can assist you.

We thrive on helping you understand how and why your money should work for you and not the other way around.

We offer a free no-obligation initial meeting* in order to redefine your goals and get you back on track with your finances through a financial plan (Statement of Advice).

We have the expertise to help you with a financial plan in the following areas:

  • Estate Planning
  • Wealth Protection (insurance)
  • Asset Protection
  • Superannuation
  • Retirement Income Streams
  • Centrelink Planning
  • Self-Managed Super Funds (SMSF)
  • Wealth Creation

*This free initial meeting does not include tax and accounting services. Our Financial Planning Service is offered through our association with Count Wealth Accountants, an Australian Financial Services Licence Holder. Australia's largest network of accounting based advisory firms.

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Have you started your financial journey?

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Not sure if you would benefit from financial advice?

Ask yourself, do you fit into any of the following categories:

  • Currently retired
  • Considering retirement
  • Running your own business
  • Building for the future

If you do, then let us help you ascertain your financial goals and navigate your financial plan.

If you’re still not sure, click on the below link to a client self-assessment questionnaire that you can help you assess the state of your financial health.

Reviewing your financial plan

At AccountingHQ, we believe that with money, comes responsibility.

This is why we will schedule and conduct an annual review to ensure that you are staying on track with your financial and non-financial goals.

This process allows us to to address any new requirements or tailor a new financial plan should a major change occur within your life.

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General Advice Disclaimer:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

The following - David Ryan, Sam Papadopoulos, Ron Crook and Amanda Crook are Authorised Representatives of Count and are licensed to provide financial advice.

We are committed to ensuring the privacy and security of your personal information.  As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy

AccountingHQ ABN 63 814 033 438 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625; AFSL 227232 (“Count”). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus 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 Ltd.