We support Financial Planners
and Advisers to efficiently
meet their client’s needs.
CountHQ helps you
Why Us
We deliver back-office Paraplanning and Research services allowing our clients to reduce their involvement
in administrative functions, freeing them to meet clients and grow their firms.
in administrative functions, freeing them to meet clients and grow their firms.
Free Trial Jobs
Know we can do the job. We offer Free Trials, 1 week service from an experienced paraplanner or 1 set of SMSF Financials to get familiar with your practice’s systems and procedures
Flexible Delivery
We offer Full Time Resource
Solutions – but we’ll also deliver on an ad-hoc or Part Time basis if it suits you better
Turnover Protected
Each client has an Account Manager charged with mapping your processes and preferences, therefore
reducing the staff turnover risk your practice faces
Quality Staff
Our Paraplanning Support Resources have multiple years experience supporting Australian Financial
Planners / Advisers, and are backed internally by Senior Technical Account Managers
Our Services
SOA / ROA
Product Research and
Recommendations
Financial Modelling
Retirement Planning /
Analysis
Fact Find
SMSF, including
LRBA’s
Frequently Asked Questions
Yes! We’re software agnostic. We have clients on MYOB, Quickbooks, NetSuite, JCurve
and of course Xero. We have also implemented solutions for clients who use industry
specific packages.
We’ll call you within 24 hours, however our average response (within business hours) is
less than 2 hours. If you’d like to chat now, give us a call!
All industries!
Ofcourse! Once we understand the size and complexities of your business, we’re more
than happy to put you in touch with a client in a similar position.
Software Partners
