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.
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' 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.
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