SLS Advisors

Don’t just let things happen, embrace the next chapter with confidence and clarity.

ABOUT US

At SLS Accounting and SLS Advisors, we pride ourselves on building strong and long-lasting relationships with our clients.
We take time to get to know you and your business, so we can provide tailored advice that meets your unique needs.
We believe in partnering with you throughout your entire financial journey, from setting your goals to achieving your dreams.

Based in West Perth, our team take the time to better understand your needs so that they can assist with all aspects of your business:
from budgeting and cash flow to business structure and succession planning. We also offer support with accounting,
tax returns and compliance.

In order to serve our clients more effectively, one of our directors, Georgina Lee is now accredited with a Diploma in Financial Planning. This also enables us to meet and optimise the changing needs of our SMSF clients.

WITH OUR EXPERTISE,
WE CAN HELP YOU with:

  • Financial planning
  • Wealth creation
  • Wealth protection (insurance)
  • Superannuation
  • Transition to retirement
  • Self-managed super funds (SMSFs)
  • Home and Investment loans**
  • Estate Planning
  • Tax planning

** * Lending services are provided by Westgate Financial Services ABN 38 148 074 864, Australian Credit Licence No. 410232, or Buurman Finance Solutions  ABN 11 121 644 362, Australian Credit Licence No. 387942.

  1. Meet & Greet
    We, as Count Financial advisers, will spend time with you to review your current situation, understand your goals and outline how you can make the most of your financial future. You can then decide if you want to proceed with more help.
  2. Recommendation
    We’ll research your options and prepare a personal financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. We’ll answer any questions you have and explain the plan in detail.
  3. Implementation
    Once you are completely comfortable and if you agree, we’ll implement the best options on your behalf so you can be on the right track to financial security with peace of mind. It’s that straight forward.
  4. Review
    We’ll keep in touch with you and arrange an annual catch up, so we can review your plan and make any adjustments to help keep you on the best path to achieving your goals.

ACHIEVE
YOUR GOALS

Design a plan that saves and helps your money grow, so you can reach your goals.

BECOME
DEBT FREE

Pay off your home loan and other borrowings faster — make debt work for you, not the other way around.

INVEST IN YOUR
FUTURE

Make sure that you have the financial stepping stones in place for all of life’s events

BECOME
FINANCIALLY SECURE

Grow and protect your wealth and look forward to the future with confidence.

BUSINESS PLANNING

Ensure your business is established and running in the effective manner.

RETIRE
IN COMFORT

Secure your superannuation so that you can reitre in comfort.

SMSF

Self-Managed Super Funds are rewarding structures in retirement planning if managed properly.

ESTATE PLANNING

Careful estate planning is so important to ensure your hard-earned wealth is distributed according to your wishes.

Take advantage of our expertise.

Get a clear understanding of your finances and goals to work out how much you need.

SLS Advisors is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW.

CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.