Management consulting · Australian advice practices

Build the business behind the advice. Not just the advice.

Countique is an Australian management consultancy for financial advice practices, and for the small businesses that keep them company. Twelve disciplines, a scored diagnostic, working tools and reports you can put in front of your team and your licensee.

12 disciplinesStrategy to succession

Scored diagnosticA band and your top three fixes

Reports that lastOn screen, Word and PDF

Take the free Quick Diagnostic Book a conversation

18 questions · about 8 minutes · scored result on screen straight away

Where most practices lose ground

Great advice does not build a great advice business. Nobody ever taught advisers how to build one.

See the 12 disciplines

The gap is almost never technical

It is the twelve disciplines that sit behind the advice, and the fact that no one is accountable for any of them. Countique makes each one visible, measured and owned.

DiagnoseA scored diagnostic across all twelve disciplines tells you where the practice really is, with a band and the lowest scores first.

BuildWorking tools for each discipline: strategy, client experience, process, operations, team, people, growth, pricing, outcomes, governance, renewal and succession.

ProveEvery tool ends in a report you can keep, share with your licensee and come back to as the practice changes.

See it working

Diagnose it. Build it. Prove it. Learn it.

Four examples from the product. All people and figures are sample data.

Diagnose it

One score, and the three things to fix first

Eighteen questions in about eight minutes give you a score, a band and your priorities. The full diagnostic goes further and scores all twelve disciplines.

The lowest scoring disciplines come first, so you know where to start.
The result shows on screen at once. Register to get the written report.

Diagnostic result sample

62 out of 100 · Developing

Pricing and capacity

Governance and risk

Succession

Build it

Your practice, one room per discipline

Your Practice shows the twelve disciplines as rooms in one building. See at a glance which are built, which are half done and which have not been started.

Progress comes from the same figures as your dashboard.
A guide called Compass points you to the next room worth your time.

Your Practice sample

Prove it

Reports you can hand to a licensee

Each tool finishes with a report on screen, saved as a Word copy and ready to print to PDF. AI analysis is optional, you choose when to use it, and personal details are stripped out before anything is sent.

Nothing is generated by AI until you press the button.
Money is shown in Australian dollars, with GST handled at checkout.

My reports sample

Pricing, Profitability and CapacityWord · PDF

Governance, Risk and ComplianceWord · PDF

Succession and Enterprise ValueWord · PDF

Learn it

Short courses in plain Australian English

Read-at-your-own-pace courses with a worked example, a case study and a short assessment. The first, The Capacity Ceiling, is free: how many clients can an adviser really serve at the standard you promised?

Worked through in about an hour, in order.
Eight out of ten to pass.

Sample film · about 40 secondsThe Capacity CeilingCompass shows you the idea in five steps

How it fits your business

Each person sees what they need, and no more

Principals

See the whole practice: the diagnostic, every discipline's progress and the roadmap that joins them up.

Your team

Each login has its own assessments and courses. Registers that belong to the business, such as the risk register, are shared.

Licensees

See aggregates only. Never a named adviser or practice, and small groups are folded together so nobody can be picked out.

Small business owners

Bookkeeping, payroll and activity statements for small business and advice practices, with month-end numbers you can act on.

Start where you are

Two doors. One set of disciplines.

For financial advice practices

I run an advice practice

You have the licence, the clients and the technical skill. What you may not have is a business plan, a documented client journey, or a number that tells you whether any of it is working.

Business management For small business owners

I run a small business

You need the books right, the BAS lodged, payroll paid on time and a monthly set of numbers you understand, without hiring someone full time to do it.

Bookkeeping services

Built for Australia

Made for the way Australian practices work

Local context

Prices in Australian dollars, GST at 10 per cent, and an ASIC and Privacy Act 1988 frame throughout.

Your data stays yours

Sign in with a password and an emailed code. Personal details are stripped out of every AI request. Card details never touch Countique, because payment is on Stripe's own page.

Evidence, not opinion

Every report is built from what the practice entered, so the numbers and the story always agree.

35+Years working with financial advisers

4Continents of practice experience

4Books written for the profession

79+Practical tools, templates and assessments

Next step

Let's find out what your business is worth without you.

A first conversation costs nothing and commits you to nothing. Bring the thing that is bothering you most and we will tell you honestly whether we can help.

Book a conversation Or start with the Quick Diagnostic