Wealth advice that works with your accountant, not against.
Authorised personal financial advice from Ben Venter, working alongside our Chartered Accountants in the same Capalaba office. Investment, super, retirement, insurance, and estate planning, coordinated with your tax.
- Authorised Rep, Count Financial (AFSL 227232)
- CA ANZ Chartered Accountants
- Capalaba based
Wealth strategy and tax strategy should not be in different buildings.
- Your accountant and your financial adviser do not talk to each other, so the tax and wealth strategies pull in different directions.
- You have built a successful business, but the personal wealth plan keeps getting deferred to next year.
- Super contributions, insurance cover, and estate plans were set years ago and have never been formally reviewed.
- We see this pattern in nearly every initial wealth conversation. EEA Advisory was built so your tax position, your business, and your personal wealth strategy are all coordinated by one team.
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.
Eight areas of advice, coordinated under one strategy.
A holistic plan that crosses investment, super, insurance, and estate, with the tax angle factored in at every step. Scope is tailored to what matters for your situation.
Investment strategy and portfolio construction
Risk-profiled investment plans aligned to your goals and time horizon, drawn from the Count Financial approved product list.
Retirement planning
Modelling for how much you need, when you can reasonably retire, and how to draw income tax-effectively from super and outside super.
SMSF strategy and ongoing advice
Self-managed super fund setup, contribution strategy, pension transition, and coordination with our SMSF accounting team in the same office.
Personal insurance review
Life, total and permanent disability, income protection, and trauma cover reviewed against your real financial obligations.
Wealth protection and asset structuring
Family trust structures, asset ownership, and risk insulation between business and personal balance sheets.
Education funding
Education bonds, super-based strategies, and scholarship structures so school and university fees are funded without straining cash flow.
Estate planning coordination
We work with your solicitor on wills, binding death benefit nominations, powers of attorney, and tax-effective succession of assets.
Ongoing review meetings
An annual review minimum, more often when life changes, with a written record of decisions and changes to your plan.
From discovery call to a written Statement of Advice, on your timeline.
- 01
Discovery call
A conversation to understand where you are, what you want, and whether wealth advice will materially move the needle for you.
- 02
Strategy session
A deeper session to map your current position, modelling, and the strategy options. This is provided at no cost when there is a clear fit.
- 03
Statement of Advice
A written Statement of Advice (SoA) compliant with the Corporations Act and Count Financial standards, with specific recommendations and the reasoning behind them.
- 04
Implementation and review
We implement the agreed strategy, coordinate with your accountant, solicitor, and insurer, then meet at the agreed cadence to review.
Meet Ben Venter, your authorised wealth adviser.
Ben Venter leads the wealth advice arm of EEA Advisory. As an authorised representative of Count Financial Limited (AFSL 227232), Ben provides personal financial advice across investment, superannuation, retirement, insurance, and estate planning.
Working alongside the EEA Advisory Chartered Accountants in the same Capalaba office, Ben is able to coordinate wealth strategy with tax planning, business structuring, and SMSF accounting under a single team, so the recommendations stay practical and tax-effective.
Clients range from professionals and business owners building toward retirement, through to retirees managing drawdowns and intergenerational transfer of wealth.
- Authorised wealth advice
- EEA Advisory (Altias Private Wealth Pty Ltd) ABN 91 649 047 585 is an authorised representative of Count Financial Limited, holder of AFSL 227232. Every Statement of Advice is reviewed under the Count Financial compliance framework.
- Chartered Accountant integration
- Our accountants are members of Chartered Accountants Australia and New Zealand (CA ANZ). Tax planning, business structuring, and SMSF accounting sit alongside wealth advice in the same office.
- One team, no handoffs
- Wealth advice that lives in the same building as your bookkeeping, tax, and SMSF accounting team. Decisions made jointly, with each speciality consulted.
- Capalaba based, Australia-wide capable
- Face-to-face meetings at our office at 12/2 Loraine St, The Hub at Capalaba. Remote advice across Australia via secure cloud workflows and video meetings.
Two corporate entities, one office, clear regulation.
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.
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 the difference between an accountant and a financial adviser?
A Chartered Accountant prepares and lodges tax, advises on business structures, and handles compliance with the ATO. A financial adviser, under an AFSL, provides personal advice on investments, superannuation, insurance, retirement, and estate planning. At EEA Advisory you have both in the same office, so the two perspectives reach the same conclusion.
Do I need a minimum portfolio size to engage you?
There is no firm minimum. Wealth advice is most cost-effective when there is something material to plan for, which may be a growing super balance, an upcoming retirement, a business sale, or family wealth transfer. We will tell you honestly during the discovery call whether wealth advice will move the needle for you.
How is your wealth advice regulated?
All personal financial advice is provided under Count Financial Limited, AFSL 227232. Statements of Advice are prepared in line with the Corporations Act and the Count Financial compliance framework. The Financial Services Guide (FSG) sets out how we are remunerated and how complaints are handled.
Who is Count Financial and how are you connected?
Count Financial Limited (ABN 19 001 974 625) is the holder of Australian Financial Services Licence number 227232 and a subsidiary of Count Limited (ABN 11 126 990 832), which is listed on the Australian Securities Exchange. EEA Advisory (Altias Private Wealth Pty Ltd, ABN 91 649 047 585) is an authorised representative of Count Financial, which means Count Financial is responsible for the advice we provide under that licence.
Can my SMSF roll into your wealth advice service?
Yes. Many of our wealth clients also use our SMSF accounting team in the same office, so contribution strategy, pension setup, and investment decisions are coordinated between the wealth adviser and the SMSF accountant. You are welcome to keep an existing SMSF auditor or accountant if you prefer.
How are your fees structured?
Fees are disclosed in writing before any engagement begins, with the full breakdown in the FSG and the Statement of Advice. We charge for the work to be performed, not commissions where avoidable, with the exact structure tailored to the scope of advice. There are no surprise fees.
Will I get a written Statement of Advice?
Yes. Personal financial advice always comes with a written Statement of Advice (SoA) that explains what we recommend, why we recommend it, what it costs, and any alternatives we considered. The SoA is yours to keep, review with anyone you choose, and ask questions about before you implement.
Coordinated with the rest of EEA Advisory.
Self-Managed Super Funds
SMSF accounting, audit support, and pension management coordinated with your wealth advice strategy.
ExploreTax Planning and Structuring
Business and personal tax planning that aligns with your wealth strategy and protects what you have built.
ExploreBusiness Succession Planning
Exit, sale, or transition planning for business owners moving toward retirement, integrated with the wealth plan.
ExploreReady to bring tax and wealth advice under one roof?
Book a discovery call with Ben Venter. We will tell you honestly whether wealth advice will move the needle for your situation.