Set strong foundations for growth by structuring your business to protect assets and legally minimise tax obligations.
- Structuring advice
- Entity establishment and registrations
- Asset protection
Choosing the right structure can unlock lasting value for your business or investment.
Your tax obligations might be complex, but our experts make it simple. Before the end of the year, we’ll help you to legally minimise tax and take the stress out of compliance.
- Financial and taxation compliance
- GST, super and payroll tax
- Tax optimisation strategy
From small-scale to multi-national companies, we proactively work with our clients to optimise their tax at every level.
This means tailoring a detailed strategy with consideration for tax and compliance issues relevant to you.
Streamline your digital tools and processes with software that’s right for you. We’ll listen to your needs and find a solution that helps to lift business efficiency and your bottom line.
- Systems and process reviews
- Software due diligence
- Software implementation and support
Start using systems that create further value for your business.
Our team can help you to navigate and assess the myriad of software apps and options on the market until you find the best fit.
Do you know where you want to go in business? We’ll help you get there with strategic advice and expertise. We’ll stay focused on your vision and keep you on track for growth.
- Strategic plan development
- Advisory platforms
- Action plans
To keep your business healthy, you need a strategy that adapts when changes and opportunities arise.
Our advisory platform delivers strategic input throughout your business journey. We’re the team that will help you assess, re-assess and stay focused on goals.
We tailor plans to your context and always include actionable steps that take you closer to where you want to go.
Build and manage your business on your terms. Make your decisions with the information you need, when you need it with our services.
- Enhanced reporting (including dashboard reporting)
- Budget and cash flow forecasting and monitoring
- Chief financial officer services
Our business advice and services help you to access a new level of oversight and gain greater control over every facet of your business.
We examine your data for insights to inform your growth goals, reduce risk and lift your bottom line.
Our industry experience allows us to support your business goals—whether that’s reaching a new market, developing a new product or streamlining your operations.
Bring fresh perspective into your business. Our team supports you to stay on strategy with diagnostic analysis and advice for your big and small decisions.
- Performance diagnostics and analysis
- Advisory platform
- Strategy check-ins
Partner with us and discover how you can work smarter, not harder.
We use financial diagnostics to take a deep dive into your position now. From there, we identify your profit streams and assess the level of output you need to secure profit with product costing analysis.
In addition to dealing with the big picture, we address the day-to-day details such as minimising waste, structuring purchasing and extracting data insights.
We also help you to keep track of your strategic progress with KPI development and balanced scorecard metrics.
What’s your end goal in business? Whether it’s a target for next year or a vision for a few years down the track, we’ll start working toward it today.
Our team will help you to strategise and structure your business for sale. We’ll consider the tax implications, facilitate the sale and help you to plan your next step.
- Succession planning
- Business gap analysis
- Sale preparation
Starting with the end in mind helps us to plot a holistic journey and business growth strategy.
As we plan for the future of your business, we carefully consider the details of your exit or succession and partner with trusted solicitors as required.
Whether we’re preparing your business for sale, or managing the sale process, our goal is to ensure you maximise the value of your business by:
- reviewing your legal structure
- assessing your business performance and financial position
- analysing non-essential expenditure and assets
- reviewing your financial systems and reporting
- coordinating a successful and timely sale
- planning and managing asset transfers
- coordinating management succession, wills, power of attorney, company and trust formation and more.
Plan ahead for peace of mind and future-proof your finances with us. Our planners are authorised representatives of Count Financial and offer a range of services for your finances.
- Secure your finances
- Financial planning
- Wealth protection
If you’re running your own business, it can be easy to forget about securing and insuring your own personal finances.
We establish and then build up from strong foundations with our clients to ensure we understand every financial and risk factor at play.
Our advisors work hard to provide relevant advice to help you continuously bolster your personal finances even as you make important business decisions.
Starting with your goals, we help to plan, manage and protect your finances for every stage of life.
- Wealth creation
- Life events
Fine-tune your finances over time for maximum growth. No matter what happens in life, we’ll keep an eye on your plan and keep you progressing toward your goals with expert advice.
- Monitor your financial plan
- Ongoing investment advice
- Navigating finances during life events
Life will keep you on your toes, but our advisors are well equipped to help you navigate toward your goals.
While you’re busy managing every other part of life, we’ll monitor the finer details of your financial plan.
Our team is passionate about giving you relevant and reliable financial and investment advice as you journey through life.
- Financial security
- Your legacy
- Estate planning
Define what success means to you—for your family, business and personal finances—and we’ll help you to secure it. Our goal is to help you feel confident and financially prepared for your next steps.
- Estate planning
- Wills and power of attorney
- Administration of deceased estates
- Aged care advice
- Age Pension eligibility
Securing bright futures for our clients and their families is a vital part of our personal wealth creation offering.
For many of our clients, true success is peace of mind and preparedness for their next steps in life and business—whether that’s estate planning, wills, aged care advice or assessing their pension eligibility.