Why us?
Based out of Rockhampton, The Counting House has a reputation for managing the financial affairs of successful and aspiring families across Queensland and further afield.
From business owners and investors to professionals and retirees, every client, irrespective of size and sophistication, truly matters and is important to us.
Though diverse, our clients are united by the challenges that come from the intersection of family and significant wealth. They also recognise that there is more than just money at stake and the importance of a clear vision and purpose for their wealth.
In turn, we understand that we cannot be all things to all people and the need for an enduring relationship built on mutual trust and respect. Accordingly, our client numbers are selectively managed.
While our services can be accessed on a standalone basis, we find that our clients tend to benefit more when we are engaged to co-ordinate and guide the family's financial affairs.
PERSPECTIVES
Thinking decades ahead
The Counting House is a premier wealth management and advisory firm with a history of long-standing trusted client relationships.
And while we are defined by the traditional values of hard work, honesty, respect, and excellence, we are also contemporary, innovative, and forward-looking.
This foundation enables us to look beyond the horizon and embrace a truly generational perspective in growing, managing, and protecting wealth.
OUR APPROACH
It starts and ends with you.
If you haven't heard of us that's on purpose. We don't seek the limelight for ourselves, rather we prefer to work in the background and focus our efforts on helping our clients achieve their goals.
Whether your wealth is created or inherited, we provide a level of service distinguished by discretion and advice, guided first and foremost, by what matters most to you.
Consistent with this approach, we do not maintain a social media presence.
Our key people
Our people are some of the best and brightest minds in their fields and widely respected and trusted advisers to successful families across Australia.
Neil Tidbury
M Acct, B.Bus (Mgt)(Dist), Cert SM, Adv DFS (FP), FIPA, FFA, MMWAB
Co-Founder
Authorised Representative (No. 293532)
Claire Tidbury
B.Ed (Pmy)(Dist), C.Dec
Co-Founder
With a background in family business, tax, accounting, law, and wealth management, Neil has worked alongside some of Australia's leading families and is renowned for his ability to solve the most complex and complicated of problems - as well as a unique sense of humor.
With a background in education, travel, fitness, accounting, family business, and wealth management, Claire is the heart and soul of The Counting House.
