Every Milestone Matters

I’m passionate about helping business owners focus on growth. By ensuring that their business and taxation compliance is completed in a timely manner, their tax can be planned in advance and managed in the most tax effective manner. No surprises. Using my audit knowledge, I ensure that clients’ records are compliant and will withstand any regulatory review. I can also assist with governance in both the corporate and not for profit sectors. While I work hard, there is always time for my family and tennis – two of my greatest joys in life. Being the coach for my son’s junior AFL team was a rewarding experience and I would recommend it for anyone who has the opportunity.

I specialise in:

• Chartered Tax Advice
• Company Audits
• Self- Managed Super Fund Audits
• Research & Development Tax Incentives
• Due Diligence
• Private Company Valuations

I’ve always been interested in finance, even when I was a young man at school and university. When I found a career that coupled finance with the ability to help personal clients, I knew it was a great fit for me. I enjoy helping people gain a better understanding of their overall financial situation, so they can feel assured they are making the right decisions.  I listen and guide clients through life’s challenges, bringing them peace of mind and stability. Time with family and friends is all to precious and I like to make sure I prioritise this on weekends. I love spending time with my fiancé, and always enjoy going out for a nice dinner or eating pizza at home with a bottle of red wine whilst watching a movie. I love being active and playing a range of sports including golf, soccer and cricket. I also thoroughly enjoy travelling and am lucky enough to have been exposed to various cultures which I believe has had a significant impact on the person I am today.

I specialise in:

• Strategic Financial Planning
• Superannuation & Retirement Planning
• Wealth Accumulation
• Investments & Portfolio Management
• Personal Risk Insurance
• Cash Flow Modelling

Adam Hone is an Authorised Representative of Count Financial Limited.

I’m dedicated to providing the very best advice to my clients to suit their business goals and requirements. The best part of my job is getting to know each of my different clients’ stories as well as their challenges and tailoring my advice to be specifically useful for their individual situation. I’m always looking for ways to help them strategically plan for future growth, make well-informed choices and gain an edge over their competition. I have four siblings and nine nieces and nephews. Most of my free time is spent with my family and my pets who I adore. In summer you’ll find us all on the beach, unless there’s a Manchester United match on, then I’ll be barracking my heart out.

I specialise in:

• Business and Taxation Advice
• Business Structuring
• Real-time Financial Reporting
• Compliance
• Auditing

I’m inspired by great women in leadership roles who are able to envelope it in warmth and humanity. I work hard to be a trusted part of client journeys as they grow their businesses and personal wealth. Together we find workable, transparent solutions for key family decisions, business goals and strategies. I pride myself on ensuring clients safely navigate the complexities and meet compliance requirements of the Australian Taxation Office. I strive to make the weekends all about family. While work is important to me, I’m reenergised by time with my husband and two daughters. We love travelling and bonding over shared experiences of seeing new places around the world.

I specialise in:

• Tax Planning & ATO compliance
• Self-Managed Super Funds
• Trusts & Partnerships
• Company Structures
• Business Exit Strategies
• Capital Gains Tax
• ATO Risk & Audit Reviews
• Cashflow Management
• Budgeting Reviews

Developing a solid partnership based on trust, with open and clear communication is the backbone of my business. This, along with harnessing the benefits of the latest financial tools and technology on the market allows me to support my clients. I really enjoy delivering the most up-to-date, relevant data to help my clients make informed financial decisions based on reliable information. When I’m not crunching numbers, you’ll find me boating, on my motorbike or spending quality time with my wonderful son and daughter who are the reason I get out of bed every day. Of course, this is between being a mad Manly Sea Eagles supporter!

I specialise in:

• Outsourced CFO
• Business and Taxation Advice
• Business Structuring
• Research & Development Tax Incentive
• Xero (Certified Xero Advisor)
• Investors
• High-Net-Wealth Individuals
• Self-Managed Super Funds