Adam has a knack for taking quite complex and confusing concepts (e.g. super rules) and laying them out in easy to understand layman's terms. He listens and helps you to plan where you want to go.
More than happy to refer Adam and his colleagues for any tax and financial planning work. Always completed to a very high standard and produces great results.
Moiler Wealth70 Parry Street
Perth, WA 6000
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2012
- Years of experience 11
- Bachelor of Engineering (Mechanical Engineering) (Honours)
- Graduate Certificate in Chartered Accounting Foundations
We charge a fee for service based on Value and Complexity. The?average price ranges from?1.1% to 1.5%, and this is?typically?covered by cost,?tax savings and value delivered in the first year.? We invoice you personally 50% on acceptance of the terms of engagement, which we send to you after our initial meeting. The remainder we invoice on delivery of the advice document. Where appropriate, you may request us to apportion your bill between entities and super funds. This covers advice and implementation.
Count Financial Limited