Don’t just let things happen, embrace the next chapter with confidence and clarity.
Take advantage of our expertise.
Get a clear understanding of your finances and goals to work out how much you need.
- 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.
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.
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.
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.
Design a plan that saves and helps your money grow, so you can reach your goals.
Pay off your home loan and other borrowings faster — make debt work for you, not the other way around.
Grow and protect your wealth and look forward to the future with confidence.
Ensure your business is established and running in the effective manner.
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, two of our directors, Georgina Lee and Duncan Walters have 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)
- 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.
SLS Advisors ACN 601 842 899 is an Authorised Representative of Count Financial Limited.
‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.