Financial Planning

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 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

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).

*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 License Holder. Australia's largest network of accounting based advisory firms.

What is important to you in life?

Have You Started Your Financial Journey?

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.

Contact the Financial Planning team today to assess the state of your financial health and take control of your future.

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.

Reviewing Your Financial Plan

Financial Planning  (Count):

AccountingHQ ABN 63 814 033 is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services license number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.  The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.