Comprehensive and holistic financial services under one roof.

Countax Financial Group is based in Bella Vista NSW and mainly serves businesses and individual clients in the Sydney metropolitan areas. However, with the latest cloud accounting technology and systems, Countax is confidently able to help clients all over Australia. Each of the following businesses are operated from our office:

Countax Accounting Services

Since 2004, Countax CPAs, have been providing accounting, taxation, business services and expert advice to a range of individual and business clients in different professions and industries.

Countax Mortgage Brokers

In 2010, Countax Finance was incorporated to address a need we saw in our clients. We are accredited with all the major banks as well as second tier lenders. Our finance advisers have built a strong professional relationship with many lenders and as a result, we can help clients with residential loans for owner occupied and investment properties, commercial and business loans and car and equipment finance. we can also advise on loans for SMSFs and facilitate this type of loans for our clients.

Countax Financial Planning

In 2014, Countax Financial Planning was incorporated to lay out the foundation of our financial planning business. It was in 2017 when we became an Authorised Representative of Politis Investment Strategies. Our team of experienced financial planners can handle retirement planning, estate planning, risk management and wealth creation for individual clients who want to create and protect wealth to secure their future financial freedom. We are able to advise you on SMSF establishment and can take care of all the steps to set up an SMSF for you.

If you’d like an experienced team of business and financial advisers to help save time and money and show you how to create and protect your wealth, contact us and see how we can help you achieve your financial goals.

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