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Shares and Managed Investments

Don't waste time and money doing everything yourself.
We take care of your business so you can focus on growth.

Shares and Investments

Our business is our investment too, in line with that our first investment is in understanding your business goals and objectives. We made sure that we develop rapport to get to know our clients’ circumstances, priorities, and ambitions and to be able to relate to them. With that, we use our long-standing background and expertise to choose the investment solutions best able to deliver continued prosperity, responsibly and securely.

Indeed, every client is unique, so is the approach we build around them. Investment managers, wealth planners, and the banking team work together to deliver our clients’ financial goals. We invest heavily in understanding our clients’ expectations and priorities, so they enjoy a long and personal relationship with our teams.

You might possess some precious assets at the moment, that you may not have considered insuring it. But it's never too late to realize that it's time that you get the insurance plan for it. We are the right people to assist you with your wealth protection needs for five reasons:

 

1. Minimise tax

As your Financial Advisers, we know that some insurance is best held within superannuation in order to minimise your tax.

2. Calculate the right amount of cover

The right amount of insurance depends on your current level of debt and your number of dependants. We have this information on hand which allows us to ensure that you always have the right amount of cover.

3. Review your insurance portfolio on an ongoing basis

As your accountants, we see you every year to do your tax. This gives us, as your Financial Planner, the opportunity to review your insurance portfolio and make sure you always have the right amount of cover. Unfortunately, too many people put insurance in place and never look at it again, only to find later on in life that they had too much of one insurance and not enough of another.

4. Quality products

We are part of Count Wealth Accountants, a large financial group and are guided by a recommended list of insurance products. The products on this list are thoroughly researched by dedicated Research Managers at Count head office. What does this mean for you? It means that the products we recommend are of high quality, as endorsed by Count.

5. Wealth Protection Advice

We will recommend the most appropriate product for your particular circumstance – you are our priority.

Our insurance service can be tailored to your individual needs and is designed to help you and your family achieve financial security in a time of personal crisis. We can provide quotations for Income Protection, Trauma, and Death and Disablement Insurance.

What's New

arrowAsset 1@3x

We are thrilled to announce that – from today – we have changed our name and logo to AdviceCo.

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Our Senior Financial Planner, Christine Hallowes has been shortlisted for Financial Planner of the Year by Money Management’s Women in Financial Services Awards.

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arrowAsset 1@3x

Small businesses and individuals aren’t the only ones under the microscope for overclaimed expenses.

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talk to us Discover the difference that the right advice can make

Get in touch with our team today and learn how you and your business can grow to the next level. From structuring to sustainability, we'll help you reach your financial goals and live the lifestyle you deserve.

be better off.