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Financial Planning

At A Counting House our goal is to help you get in control of your financial life, to help you achieve your lifestyle hopes and dreams – now and in the future.

A Counting House can now help you create a personalised solution that suits your lifestyle, your financial situation, and your long-term goals. This means you benefit from a financial strategy that has your best interests at heart.

Whether you have a little or a lot to invest, or want to protect what you’ve worked hard to build, we’ll help you get to where you want to be.


Financial Planning

Financial planning is about achieving goals and planning for a secure future. It’s also about looking after today, and being ready for any of life’s ups and downs. You can be sure that the advice we give you is based entirely on your own personal goals and requirements.

Retirement Planning

It’s important to understand how to create the life you want to live when you have retired. We can help you create the right strategy to achieve your retirement hopes and dreams.

Insurance Advice

Protect what you have worked so hard for, and let us make sure you have adequate cover for today, and tomorrow. We can help you with all your personal insurance needs including life insurance, income protection, TPD and trauma cover.

Contact us if you would like a free initial consultation to discuss how A Counting House can assist you in achieving your financial goals.


What Our Clients Think


"The team at A Counting House have been looking after my personal and business taxation and finances for nearly 12 years. Their professionalism, service and dedication to me as a client is what keeps me coming back, and why I have no hesitation to recommend them to my colleagues. They made it so easy to set up my company, and look after all my taxation needs, making it far easier for me to concentrate on growing my business rather than worrying about endless paperwork. I am always made to feel welcome and appreciated, and they always have the answers to my questions. I look forward to another 12 years with A Counting House. Greg Seymour - Storage King Southport & Storage King Beenleigh

"Extraordinary Value and Service, On time relaxed feel, Professional and Capable, Standard Sole Trader Tax returns to full Company management. Scott Allan at A Counting House delivers on time what others struggle to do. After managing Companies, Sole Traders, partnerships and Trusts across three States I have never experienced such personalized and knowledgeable service where not only does the principle manage your returns, he has answers for everything and the Bill at the end is priced like the 80's! I only wish I had been introduced to Scott Allan years ago, if you want less stress and to save money A Counting House is your ticket."

- Eliza Job - Turf Renos


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