THE COUNTING HOUSE
For what matters most.
For close to two decades, The Counting House (La Maison De Comptage) has been setting the standard in helping successful individuals, businesses, and family groups across Central Queensland and further afield achieve what matters most.
Why we exist
Our purpose is to help families achieve what matters most to them.
We put the interests of our clients first, building purposeful, long-term relationships to help create, manage, and protect their wealth across generations.
What we do
We help families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
That help can extend to investment management, financial and retirement planning, business and deal advisory, succession and estate planning, intergenerational wealth transfers, asset structuring and protection, and superannuation.
We pride ourselves on being able to satisfy all needs and demands related to your family’s wealth under one roof.
We can also partner with your existing advisers to drive holistic outcomes.
What makes us different
We have a small family firm feel with a big firm reputation which has grown exclusively from long standing relationships and client referrals.
However, our difference is often best demonstrated by the way we think and our approach to family wealth.
Our focus is long-term and we understand that building and sustaining significant family wealth and values does not just happen. It takes careful planning, highly personalised advice, and deep engagement that goes beyond just managing investments.
Who we help
We believe that a family’s wealth goes beyond money, assets, and business. It also encompasses reputation, values, relationships, community, and legacy.
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.
Whether your wealth is self-made, inherited, generational, or windfall, our clients come from all walks of life and each one, irrespective of size, truly matters and is important to us.
We believe that great minds think differently!
Our people are multi-disciplinary experts and some of the best and brightest minds in their fields.
We are uncompromising in the pursuit of excellence and the protection and advancement of your interests above all else.
As one of a small handful of elite private wealth management firms in Queensland, we truly have the depth of expertise, the specialist knowledge, and the hands on experience to secure what matters most to you.
Talk with us
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 your vision.
THE COUNTING HOUSE
(07) 4927 7770
Rockhampton, Gladstone, Emerald, Mackay, Bundaberg, Sunshine Coast, Brisbane, and Perth.
PO Box 276
Rockhampton QLD 4700
Your investments can go down as well as up!
The information contained in this website is given in good faith and has been derived from sources believed to be reliable and accurate. No warranty as to accuracy or completeness of this information is given and no responsibility is accepted by us or our employees for any loss or damage arising from reliance on the information provided.
Where financial services are provided, the advisers of The Counting House ABN 21 967 784 269 can provide those financial services only as authorised representatives of Professional Investment Services Pty Ltd (PIS) ABN 11 074 608 558, an Australian Financial Service Licence holder (No.: 234951).
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your PIS adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions as a result of you acting upon such information.
Neil Tidbury is an Authorised Representative (No.: 293532) of PIS.