Financial Planning
Superannuation
in conjunction with Merit Wealth
We can assist with strategic superannuation advice including:
- Superannuation contributions
- Superannuation pensions
- Establishing a self managed superannuation fund
- Closing a self managed superannuation fund
- Limited recourse borrowing arrangements
Superannuation advice is provided by CountPro Pty Ltd ABN 34 601 275 441 as a Limited Corporate Authorised Representative (ASIC No. 1292332) of Merit Wealth Pty Ltd ABN 89 125 557 002 Authorised Financial Services Licence No. 409361
Phillip Brown
Director
FCPA, B.Com, Dip FP, Registered Tax Agent
The key to achieving your superannuation and retirement goals is sound financial advice. Please contact us for advice in relation to your superannuation requirements.
Head Office:
Merit Wealth Pty Ltd
GP Box 4463, Sydney
NSW 2001
Level 15, 115 Pitt St
Sydney NSW 2000
Financial Planning
in conjunction with Partners Wealth Group
At CountPro we partner with a range of experts to ensure we can cover all aspects of your business and wealth creation journey.
When it comes to your own individual wealth creation, having the support and guidance of a trusted financial advisor can make a big difference.
We are pleased to announce that we are now able to offer clients the full scope of financial services through our relationship with the team of experts at Partners Wealth Group.
Partners Wealth Group provide tailored, innovative wealth management solutions and financial advice to help people navigate life’s financial decisions. Established in 2003, Partners Wealth Group has grown over the years to become a recognised and award-winning team of experts that can support you throughout every stage of life’s financial journey.
Tom Clancy
Financial Planner
Tyson Darley
Financial Planner
Working in close collaboration with clients and their accountants, Partners Wealth Group’s skilled team of financial advisors offer investment & wealth management advice, retirement planning and superannuation strategies, lending solutions, legal solutions and aged care advice. Service is bespoke and tailored to your unique needs both presently and into the future to help you achieve your financial and lifestyle goals.
Whether it be creating or protecting your wealth, preserving it for future generations or planning for retirement, we have the expertise and experience to help you achieve success.
To learn more please visit www.pwg.com.au or contact the CountPro office to arrange an appointment.
The information contained on this website/brochure/video/blog has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Accounting
We provide a full range of quality accounting and financial reporting services for businesses and business owners from bookkeeping assistance and management reporting through to general purpose financial reporting
Audit
Whether you are looking to manage your organisational risks or obtain assurance over your financial reporting, we can provide a range of expert and independent audit services to meet your needs.
Tax
We can take care of all of your taxation needs- from compliance activities, such as Activity Statements and Tax Returns, through to the provision of detailed technical advice on the tax implications of proposed business strategies.