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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

"I wanted to let you know my gratitude for all that you have done for me personally and for my business Ezi Office Supplies. When I first approached A Counting House I was a bit sceptical about using a new accounting firm. After a couple of months I realised that I had made the right choice. You continued to keep me up to date with reports and meetings on what was happening with my personal and company affairs. This opened up further financial doors that were not open to me previously. I can’t express how grateful I am for the work A Counting House has done for us. This has now given me the opportunity for us to move forward and build wealth and focus on my business for the future. Ajay Amin - Ezi Office Supplies


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