Financial Advising

We extend beyond accounting and other business services and offer clients the holistic approach to their business and financial needs. By providing financial advice to their clients we are able to effectively coordinate all of their business and financial advising affairs.

Background and Experience

Rob Baker & Associates has been giving financial advice to their clients since 1983 through Count Wealth Accountants. Count is the largest network of Accountants specializing in wealth advice in Australia and the 3rd largest network overall. Count was established in 1980 and is not controlled by a financial institution (e.g. Banks, Life Insurance Companies, Fund Managers). We have Authorized Representatives (financial advisers) at both office locations.

Client focused

We have the philosophy of firstly focusing on the client’s individual requirements. We then assess the client’s financial goals and objectives, develop the best strategy and then recommend and implement the strategy that will achieve the stated objective.

Holistic Approach

We offer the following financial services to clients:

  • Wealth creation and protection
  • Investment reviews
  • Superannuation and retirement planning
  • Tax effective investment strategies
  • Home and investment loans
  • Leasing and asset purchase facilities
  • Personal insurance (life, disability, trauma, income protection and business overheads)
  • Annuities and allocated pensions
  • Estate planning
Rob Baker & Assocaiates Financial Advising

Our Services

  • Wealth creation and protection
  • Investment reviews
  • Superannuation and retirement planning
  • Tax effective investment strategies
  • Home and investment loans
  • Leasing and asset purchase facilities
  • Personal insurance (life, disability, trauma, income protection and business overheads)
  • Annuities and allocated pensions
  • Estate planning

Monthly Newsletter

Location and
Company Info


Address:

29/1 Jacobs Street Bankstown NSW 2200


POB:

PO Box 517
Bankstown NSW 1885


Phone:

(02) 9709 2600


Fax:

(02) 9790 0585


Address:

57 Balaclava Road Eastwood NSW 2122


POB:

PO Box 3776
Marsfield NSW 2122


Phone:

(02) 9858 5744


Fax:

(02) 9874 5320


Email:

rbatbts@tpg.com.au


Two Decades as a Count Member

Two Decades as a
Count Member


Rob Baker & Assocaiates FREE Quarterly Newsletter