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Financial Planning

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Holistic financial strategy

We work closely with you to formulate a holistic financial strategy tailored around your specific needs and goals.

We are dedicated to all areas of financial management (e.g. superannuation, investment, risk, estates, trusts and finance solutions) which complement your existing accounting services, ensuring you receive quality financial advice and expertise.

On top of this, we can help you organise employee benefits, such as retirement planning, income streams, superannuation and rollovers - therefore streamlining the process for your business, saving time and resources.

We can also help you with risk management for your business, including succession planning and buy/sell agreements.

Our services:

Phil Comerford is an authorised representative of Count Wealth Accountants to provide trusted personal financial planning services.

Our philosophy is to provide sound advice which includes strategies for our clients in order to increase wealth and financial stability.

We deliver financial security which in turn provides peace of mind and the freedom to afford long term goals and dreams.

Count Wealth Accountants
Affiliation

'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guarenteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124, Count is a Professional Partner of the Financial Planning Association of Australia Limited.

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial sitation 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.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group's Privacy Policy. For further details, you can refer to the Group's Privacy Policy.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Scolari Comerford ABN: 41 033 088 028

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What Our Clients Say

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Scolari Comerford is innovative when it comes to a holistic business point of view, not just compliance. They continually look for opportunities to improve our business for the long term. Scolari Comerford provides excellent customer service and I fully recommend them to other businesses.
TONI ALDERDICE, OWNER
Midwest Foods, Dubbo
Michael Kovacs, Founder and Director
I really enjoy working with the team at Scolari Comerford. They are always fast to respond and have made a big difference to my business.
Michael Kovacs, Founder and Director
Kachink Communications, Sydney
Kate Hurst
What I value most about Scolari Comerford is their integrity, I value dealing with people who are honest. I also value their personal interest with us over the years and how prompt they are to attend to all of our needs.
Kate Hurst
Dennis Hurst Radiators & Exhaust, Nyngan
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