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Financial Planners

Financial Planning is different to Accounting Services or Tax Agent Services. It does include Tax Advice, but it's so much more.

It's important to know that we are both Certified Practicing Accountants and Certified Financial Planners, as well as Superannuation Specialists in Self Managed Super Funds.

So what does that mean to you:- It means that we have the expertise & knowledge to assist you in achieving your dreams using all the avenues legally available to you.

We are more than your average Tax Accountant Melbourne, we are specialists in a number of fields, and what's as important, is that we look at the big picture.

We protect what you have, we manage your current situation effectively, create wealth and even help with planning for the next generation. It's part of the service.

It's all about helping you achieve your goals. And that's what our real job is.

These issues are complex and we have the expertise to make it simple for you.

Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams. We have developed a pyramid which represents the four tiers of the wealth control system, they are:

We would be more than happy to assist you in making the right decision. At Black & Krantz we have years of experience and we can ensure all your needs are looked after. Make Black & Krantz your next decision, and we will ensure that all your decisions are made simple.

 

'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

 

  

 
How We Do Financial Planning For You

Complimentary Obligation
Free Consultation
Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.
Testimonials
20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
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If you do not have a membership number, email Linda McKenna.
 
Tax Facts

A guide to all the latest tax facts and statistics you need to know about personal and company tax...
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Key Dates

All the key dates and deadlines of the financial year...
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Latest News & Publications

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Why Wealth Control is for you?

Black & Krantz
are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams. Decide if our services are right for you.
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Limited liability by a scheme under Professionals Standards Legislation
Legislation other than for the acts or omissions of financial services licensees

Linda McKenna, Andrew Krantz, Julian Black of Wealth Advisers Pty Ltd is an Authorised Representative of Count Financial Limited. Corporate entity trading as Wealthadviserscomau Pty Ltd ABN 93 922 716 306 trading as Black & Krantz is an Authorised Representative of Count.
Count Financial Limited (ABN 19 001 974 625) Australian Financial Services Licensee No. 227232

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