Apiary Financial

Apiary Financial combines chartered accountants and financial planners in one Brisbane practice. It helps business owners with tax, compliance and growth advice, and helps individuals plan for wealth, retirement and superannuation. Clients range from people starting out to those close to retirement.

What Apiary Financial does

• Accounting and taxation: tax and compliance work, cloud accounting and bookkeeping.
• Business advisory: advice on growing a business, including whether its structure still fits.
• Financial planning: written plans, investment advice, wealth protection insurance, retirement and estate planning, and aged care.
• Self-managed superannuation: setting up SMSFs, investment and retirement advice, and fund administration.
• Affiliated services: further support offered through partner firms.

Who it serves

Apiary serves business owners and individuals in Australia, from early-career savers to people nearing retirement.

Key facts

• Based in: Brisbane, Australia
• Qualifications: Chartered Accountants and licensed Financial Planners
• Research partner: works with Count Financial for market and product research