Request a Call Back
   

VIP Services

The VIP Services Division of Black and Krantz works with a Members Community who will benefit from our advice expertise and:

  • Want to align their financial choices with their deepest personal values.
  • Are committed to clear and measurable goals.
  • Want simplicity, clarity, and structure in their financial affairs.
  • Care about their families, their friends and their communities.

Benefits of joining our Members Community
Some benefits being experienced by our Members Community include:

  • Being committed to their financial success.
  • Regarding money as a means to an end, not an end in itself.
  • Wanting to delegate as much as possible so they can have more time for the people and projects that matter to them the most.
  • Committing to review their planning strategy as least three times a year.
  • Believing that good value is worth paying for.
  • “Giving back” to improve the lives of others.

Our Approach
Our process includes Values-Based Financial PlanningTM that helps you create a Financial Road Map that lays out your financial future.

Values-Based Financial PlanningTM will help you build a financial strategy, starting with your unique values. Defining them will help you create a plan that not only looks good on paper but also spurs you to follow through.

The Financial Road Map is designed to help you:

  • Explore your values.
  • Identify your goals.
  • Get a clear understanding of your financial health and your future direction. 


Our Members Community is “Living Life on Purpose” ...Are you ??

Make a simple decision – Contact us today. We look forward to meeting with you soon.



  

 
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."
Read more...
Wealth Control Pyramid©
Read more...
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.
...decisions made simple!
 Check your Wrap Balances today!
Click here to log into WrapConnect.
Note: You will require your membership number.
If you do not have a membership number, email Linda McKenna.
Xero Saasu FPA
CPA
SMSF Association Chartered Accountants
Count

Copyright Black & Krantz © | Disclaimer | Privacy Statement | Site Map | Online software for accountants by Wolters Kluwer

Limited liability by a scheme under Professionals Standards Legislation Legislation other than for the acts or omissions of financial services licensees

Andrew Krantz, Julian Black and Linda McKenna are Authorised Representatives of Count Financial Limited. Corporate entity trading as Wealthadvisers.com.au 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

Marketing by qubePartners