The Counting House

For what matters most.

What matters to you, matters to us. 

The Counting House is a boutique wealth management firm renowned for advising successful and aspiring families on their most important matters. 

 

 

We understand that building and sustaining significant family wealth and values does not just happen. It takes careful planning, highly personalised advice, discretion, and deep engagement that goes beyond just managing investments. 

Similarly, those who seek us out inherently recognise that there is more than just money at stake and the importance of a clear vision, shared passion, and purpose for their wealth.

We pride ourselves on:

  • Caring for our families and not just their finances

  • Delivering what our families require under one roof

  • Providing exceptional advice

  • Being the most trusted adviser to our families

 

We have a small family firm feel with a big firm reputation which has grown exclusively from long standing relationships and client referrals.

And while introductions are preferred, they are not strictly necessary.

We genuinely welcome the opportunity to learn more about your goals, values, and ambitions and demonstrate how we can work together to help you achieve what matters most to you.

Investment Advisory

Retirement Planning

Self Managed Super

Estate Planning

Succession Planning

Intergenerational Wealth Transfers

Asset Protection Planning

Asset and Ownership Structuring

Family Office

Get in touch.

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© The Counting House (La Maison De Comptage) ABN 21 967 784 269. All rights reserved. Legal notices.