The Counting House®
For generations to
come
®
Advising Rural Queensland
Purpose
We help families across rural Queensland navigate the complexities of intergenerational wealth.
Based out of Rockhampton, in the heart of prime cattle country, we understand that growing and sustaining significant family wealth and legacy doesn't just happen.
It takes careful planning, highly personalised advice, and genuine understanding that goes beyond just managing investments and tax.
We have a small family firm feel, big city know-how, decades of hands on experience, and a reputation for hard work, faithful service, and solving the 'too hard basket' problems.
Though diverse, our clients are predominately rural Queensland families united by the challenges that come from the intersection of family and significant wealth.
Under one roof
We offer all the services your (on and off farm) family requires to grow, manage, and protect wealth across generations.
Intergenerational
Planning
We help families step through the options no matter how complex, complicated, or sophisticated their financial, business, and personal circumstances are.
Traditional values. Forward thinking.
Succession Planning
Whether its starting the conversation, bringing in the next generation, expanding, handing over the reins, selling up, or separating, we help families successfully transition between generations.
Handing it on. Not over®
Legacy Engineering
We understand that building something that lasts doesn't happen by accident.
A rich heritage. A bright future®
Retirement
Planning
Whatever retirement looks like to you, we help you to realise a secure and fulfilling life after work.
Time merchants. Reality engineers.
Freedom fighters.
Estate
Planning
We help families co-ordinate the transition of wealth between generations with clarity and peace of mind.
Never out of our depth. Or yours.
Wealth
Management
We help on and off-farm families grow and protect their capital by building resilient investment portfolios designed to weather all market conditions.
On purpose.
Family
Office
We help families manage and co-ordinate their financial affairs so that they can have the confidence and freedom to pursue what matters most to them.
For what matters most®
Why Queensland's rural families choose us.
01
Traditional
Values.
If experience has taught us anything over the years, its that successfully transitioning wealth between generations involves more than just transferring farm and non-farm assets. At its heart, it is about ensuring the continuation of the family's values, traditions, and legacy for generations to come.
02
Hearts and
Minds.
Our signature approach helps rural families to successfully tackle both the 'hard' (e.g., financial, tax, legal, etc) and 'soft' (e.g., family, relationship, etc) issues involved in transitioning between generations and motivates them to expand their thinking about what's possible.
03
Project
Managers.
We speak fluent accountant, lawyer, banker, financial planner, insurer, real estate agent, and a host of other professional languages (as well as grumpy old man). From start to finish, we project manage the entire process to ensure everyone's on the same page and nothing gets overlooked.
04
Problem
Solvers.
What sets us apart is, first and foremost, the way we work and our approach to problem solving. We combine traditional values, innovative thinking, and the time to help solve the 'too hard basket' problems and deliver exceptional outcomes for rural families - no matter how complex or complicated their situation.
05
360
Perspective.
Transitioning wealth between generations often fails because the process focuses primarily on the 'hard' or technical issues (e.g., tax, financial, etc). We bring a multidisciplinary approach to the table which enables us to see the whole picture and ensure that all the moving parts fit together to achieve what matters most to both generations.
06
Experienced and
Trusted.
We have decades of hands-on experience working with rural families across Queensland of all shapes and sizes and from diverse industry sectors. From large multi-generational corporate groups to small family operations, we provide trusted advice to help families successfully transition between generations.
07
On and Off
Farm.
Our expertise extends well beyond the farm gate. We have extensive experience helping both on and off-farm family members achieve their personal, financial, and business objectives.
08
Forward
Thinking.
Transferring wealth between generations often follows preconceived notions which, in turn, often leads to the same problems occurring time and time again. We help families look over the fence and consider the enormity of the possibilities available to them.
OUR KEY PEOPLE
It's more than just business to us.
It's personal.
Neil & Claire Tidbury
With multidisciplinary backgrounds across accounting, tax, wealth management, retirement planning, estate planning, asset structuring, and family business, our key people are well respected and trusted advisers to families of all shapes and sizes across rural Queensland.
Working with families to solve their most important matters, we understand better than most that there is more than just money at stake.
We carefully manage our client numbers to ensure that we have the time to listen and the capacity to act.
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We are available to meet both on and off property right across Queensland.
