One plan that connects your whole financial life.
Good planning is not just about super, tax, or a single investment. It is about bringing every part of your money together so your decisions work as one plan, built around your goals, your family, and the life you want.
- Authorised Representative, Count Financial (AFSL 227232)
- CA ANZ Chartered Accountants in the same office
- Statement of Advice provided
General information only: the information on this page is general in nature and does not constitute personal financial product advice. Before acting on any information, please consider your objectives, financial situation and needs, read our Financial Services Guide (FSG), and obtain personal advice tailored to your circumstances.
Advice on this page is provided by Benjamin Venter, Authorised Representative No. 338460of Count Financial Limited (AFSL 227232), listed on ASIC's Financial Advisers Register. Page last reviewed .
Good decisions in isolation can still pull against each other.
- You have reviewed the mortgage, the investments, the super, and the insurance, but never all at once, so you cannot tell whether they are actually working together.
- Major decisions on debt, property, or contributions are being made one at a time, with no view of how each one affects the rest.
- Your accountant lodges the return and your fund sends a statement, but nobody is connecting the dots into a plan you can follow.
- You feel like you are doing the right things, yet you are still not sure you are on track for the life you are aiming at.
- We start with what matters to you, then connect cash flow, debt, investments, super, tax, insurance, and estate considerations into a single plan you understand and can adjust as life changes.
A complete plan across every part of your money.
Your plan is built around your situation. A young family needs different conversations to a business owner approaching exit. We focus on the areas that matter most for your stage and connect them into one coordinated strategy.
Goals and lifestyle planning
We clarify what you want your money to do, the lifestyle you are aiming for, and the decisions needed to support it. Your goals shape the strategy, not the other way around.
Budgeting and cash flow
We map income, expenses, buffers, and debt repayments so you can see how much surplus can be directed toward your goals each month.
Debt and loan structure
We review home loans, investment debt, offset accounts, and repayment strategy so your borrowing is structured around cash flow, risk, and future flexibility.
Wealth creation strategy
A structured plan for investing across shares, managed funds, super, and property, aligned to your goals, time frame, and risk profile.
Superannuation strategy
We review contributions, investment options, and fund structure so super, often your largest long-term asset, fits inside your wider plan.
Retirement planning
We help you understand when you may be able to retire, how much you may need, and how income could be structured once work stops.
Personal insurance
Suitable life, TPD, trauma, and income protection advice so your income, family, and the plan itself are protected if life changes.
Tax-aware planning and estate conversations
We consider tax across income, investments, and super, and review beneficiaries, ownership, and super nominations, flagging when legal estate support is needed.
From first conversation to a plan you can act on, step by step.
- 01
Discovery meeting
A relaxed conversation to understand what matters to you, what you are trying to achieve, and the decisions coming up. No cost, no obligation.
- 02
Scope and fees
We agree the areas of advice and set out our fees in writing before any work begins, so you know exactly what is included.
- 03
Strategy and Statement of Advice
We gather your information, build the plan, and present it in a written Statement of Advice that explains the recommendations and the reasons behind them.
- 04
Implementation and ongoing review
We help put the plan into action, then review and refine it as your life, the markets, and the rules change.
Advice that connects the planner and the accountant in one room.
- Licensed personal advice
- Advice is provided as an Authorised Representative of Count Financial (AFSL 227232), with a written Statement of Advice for every recommendation.
- Accountants and advisers together
- CA ANZ Chartered Accountants sit in the same office, so tax, structure, and planning are considered side by side rather than in separate silos.
- Goals before products
- We start with what you want, not a product to sell. Recommendations follow the plan, and the plan follows your goals.
- Brisbane based, reviewed over time
- Holistic planning is not a one-off document. We are local, available between meetings, and we review the plan as your circumstances change.
Questions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
What is holistic financial planning?
Holistic financial planning is personal advice that considers your full financial life rather than one isolated area. It can cover cash flow, debt, investments, superannuation, tax considerations, insurance, retirement planning, and estate planning conversations, all connected into a single plan.
How is this different from basic financial advice?
Basic advice often focuses on one issue, such as a super rollover or an insurance policy. Holistic planning looks at how each decision affects the others, so your strategy works as one coordinated plan rather than a set of disconnected choices.
Is holistic financial planning only for wealthy people?
No. The value is usually in creating structure, clarity, and a plan that suits your situation. Families, professionals, business owners, and those approaching retirement all benefit from connecting their financial decisions, regardless of the size of the balance sheet.
Do I have to move my accounting or super to you?
No. Advice can stand alone. The benefit of having Chartered Accountants in the same office is full context across tax and structure, but whether you bring those across is your call.
How often should a financial plan be reviewed?
A plan should be reviewed when your life changes, or when markets, laws, income, family needs, or goals shift. Many clients choose an ongoing review so the plan stays aligned year to year.
Will I receive advice in writing?
Yes. As regulated personal advice, recommendations are set out in a written Statement of Advice that explains what we recommend, why, and the steps to put it in place.
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Download Financial Services Guide (PDF)EEA Advisory (Altias Brisbane Pty Ltd) ABN 77 646 161 417 is a registered tax agent 26081500 and a member of Chartered Accountants Australia and New Zealand (CA ANZ). Altias Brisbane Pty Ltd is not authorised to provide financial advice. For financial advice and related services, please speak to an authorised representative at EEA Advisory.
EEA Advisory (Altias Private Wealth Pty Ltd) ABN 91 649 047 585 is an authorised representative of Count Financial Limited ABN 19 001 974 625, holder of Australian Financial Services Licence No. 227232. Count Financial Limited is a subsidiary of Count Limited ABN 11 126 990 832, which is listed on the Australian Securities Exchange.
The information on this website is general information only and does not constitute financial product advice. Please refer to our Privacy Policy, Complaints Handling Process, Count Privacy Policy, and Count Complaints Policy.
Ready to see how the pieces fit together?
Book a discovery meeting. We will help you understand where you are now, what needs attention, and what a connected plan would look like for your situation.