At PKF Perth Financial Services, we work closely with our clients to develop tailored financials plans to help build, protect and manage their wealth. As a client, you will be provided with insightful advice and strategies to help you solve problems you may not even know you have and, importantly, we make the whole process simple for you.
We have substantial capability in servicing your needs across three key areas: Wealth Protection- personal insurance; Wealth Creation- Finance and Wealth Management- Investments & Superannuation
We work in partnership with our clients to assist them to achieve their financial goals, providing an exceptional personalised service and investment advice. We also work closely with your PKF Perth accountant to ensure that the recommendations that we provide are consistent with the tax planning and growth strategies that they have developed for you
PKF Perth Financial Services Pty Ltd 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.