| Testimonials > Victoria |
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Banks
Group
| Rocky Sorrenti CPA Partner |
“Being a member of Count has allowed us to provide a comprehensive
financial solution to our clients. We can now assist our clients on
financial matters that are relevant to them at all stages of their life.
Count understands that our focus is to provide financial solutions for
are clients for the benefit of our clients. Count has enabled us to
grow our business by increasing the financial services that we provide
to existing and new clients. Our relationship with clients now
continues well after retirement.”
801 Glenferrie Rd Address 2 Hawthorn, Vic
http://www.banksgroup.com.au
(03) 9810 0700
Beach Wealth Advisers
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| Ross Mackenzie,
CA ICAA Financial Planning Specialist |
Count's innovative IT platform allows us to quickly prepare advice documents for our clients and at the same time stay on top of our compliance requirements. Count's training is comprehensive and gives our team practical ideas we can take back to our office and implement for immediate results that benefit our clients and our firm.
Being a member of Count Financial has enabled us to provide lending, insurance, estate planning and investment advice to our clients, this makes our firm the "hub" for all decisions they make, and this is what all our clients have told us they want. As a result of us being a member of Count we are currently generating a 60/40 split on revenue from Accounting/Financial planning. We hope to get this to 50/50 in the near future.
Suite 4 17-19 Fenwick Geelong 3220, Vic
http://www.beachwealthadvisers.com.au
(03) 5223 1219