Account Invest, investment strategy advice, financial planning advice, financial planner, business loans, home loans, superannuation, retirement planning, leasing, wealth tips, strategies to increase financial security

We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security

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Principal Member of Financial Planning Association

About Us

Our Firm
Based in Hurstville, Account Invest was founded in 1982, and offers a wide range of tax, accounting and specialist financial planning services to individuals and business’s in almost every type of profession and business.

As professional Tax Accountants and Financial Planners our passion is to help our clients grow and protect their wealth, and to minimise their tax liability. Understanding our clients situation and financial objectives allows us to offer a complete financial service package, including: specialist financial planning advice and strategy, superannuation, retirement planning, maximising Centrelink retirement benefits, business and home loans, hire purchase and leasing to help clients achieve their financial objectives sooner.

Our Team
The following advisers are employees of Account Invest Pty Ltd (established 1982). Account Invest is an Authorised Representative of Count Wealth Accountants, ASIC adviser ID No. 230963.


	Jason Gereis B Bus, Grad Dip (Taxation), CPA (Specialist in Financial Planning) Authorised Representative Count Wealth Accountants®, ASIC Adviser ID No. 232311 Jason has over 20 years experience in the financial services industry, of which he spent over 17 years directly involved in the provision of financial planning and securities / investment advice. Jason holds a Bachelor of Business Studies degree from NSW Institute of Technology, a Graduate Diploma in Taxation from the University of Western Sydney, a Diploma of Financial Services (Financial Planning) and is a Registered Tax Agent. Working with clients, Jason's professionalism, excellence and passion in the areas of taxation, accounting and financial planning ensures that clients remain on track to achieving their financial needs and goals.

	Helen Gereis B Sc (Hon), Dip Financial Services (Financial Planning) Authorised Representative Count Wealth Accountants®, ASIC Adviser ID No. 278266 With over 13 years of experience at Account Invest, Helen’s experience and education has resulted in her ability to assist clients with a range of services including: Superannuation and Retirement planning, portfolio reviews, home and investment loans, savings and instalment gearing plans, aimed at helping clients to effectively grow their wealth whilst minimising their tax liabilities.

	Belinda Walker As an assistant accountant and financial planning Para-planner, Belinda has over 18 years experience at Account Invest. Belinda's duties range from interviewing clients and completing their individual tax returns, assisting in the preparation of client financial and investment portfolio reports, arranging competitive deals on all client's personal and business hire purchase and leasing, loans, and risk insurance requirements including Income Protection, Life and Trauma covers.

Receive your FREE Financial Health Check! As part of our total financial service to clients, we’d like to offer you a FREE initial assessment* of your financial situation. All you have to do is complete the Initial Financial Questionnaire and return it to us, or bring it with you when you visit us at tax-time. If there are any areas of your finances that need attention, we will contact you to make an appointment. Contact us today to make an appointment to come in and see us! * This free consultation does not include tax and accounting services.