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Financial Planning
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We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.

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Wealth building

Build long-term wealth with strategies for investing, saving and managing your cash flow.

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Protection & planning

Protect what matters most with insurance, estate planning and strategies for life's moments.

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Retirement & later life

Plan for a comfortable retirement with personalised strategies for every stage of later life.

Investment Management
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Our investment solutions are designed to help you build, protect and grow your wealth.

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Our Investment Business

Discover our investment philosophy, meet our team and explore the strategies that help clients invest with confidence.

Lending
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Expert lending advice to help you finance your next home, investment or business opportunity with confidence.

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Home & Investment Loans

Finance your next home or investment property with tailored lending solutions.


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Refinancing

Review your current loan and explore opportunities to reduce repayments or unlock equity.

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Personal & Car
Loans
Flexible finance for vehicles and life's important purchases, tailored to your budget.

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First Home Buyers
Guidance through every step of buying your first home, helping you secure the right loan.
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Business
Loans

Funding solutions to help your business grow or expand with finance tailored to your needs.


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Lenders Mortgage Insurance

Understand how LMI can help you secure a home loan.

Accounting
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Expert accounting services and tailored advice to support your financial success and help your business thrive.

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Personal Accounting & Taxation

Tax returns, planning and advice tailored to your individual financial situation.


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Bookkeeping

Accurate, reliable bookkeeping to keep your records organised and up to date.

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Business Coaching
& Advisory
Strategic advice and coaching to help you make confident decisions to grow.

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Business Services
Practical support for day-to-day operations so you can focus on growing your business.
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Self Managed
Super Funds

Complete SMSF administration, accounting, and audit to keep your fund compliant.

About
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Get to know the people, values and story behind Count Wealth.

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Our Story

Discover how we began and where we're going.


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Values & Beliefs

The principles that guide everything we do.


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Our Team

Meet the people dedicated to your success.

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Contact Us
Whether you're planning for the future, growing your wealth or simply have a question, our experienced team is here to provide tailored advice and help you achieve your financial goals with confidence.

Business Coaching & Advisory

Want to grow your business further?

We can help by providing you with one-on-one coaching sessions, assisting you to take your business to the next level. We offer dedicated coaching sessions which will help you to set goals, create a business plan that is achievable, keep you accountable, gain valuable insights and assist you with your finance and operational queries.

One-on-one business coaching and advisory

Our business coaching & advisory services

Operations management
Client satisfaction
Staff engagement
Strategic marketing
Unlocking efficiencies
SWOT analysis and environmental scan
Scenario planning

We have several packages available, to suit every level of business, whether you are just starting out or a well-established business. We're committed to inspiring a culture of success and super-charging your journey towards business success, flexibility, and freedom.

Frequently asked questions

I'm not sure I need business coaching. How do I know if it's right for me?

If you're moving fast but not gaining ground, or making decisions based on instinct rather than insight, that's a strong signal. Coaching helps you think more clearly, act more deliberately, and build a business with real direction.

What's the difference between business coaching and business advisory?

Business coaching focuses on decision-making, mindset, and leadership. Advisory support is focused on strategy, performance, and financial direction. In practice, the most effective engagements draw on both, because good decisions need both the right thinking and the right data.

I feel like I'm working hard but not getting ahead. Can you help with that?

Yes, and this is one of the most common challenges we see. We help identify what's holding your business back, clarify what actually matters, and build a practical plan to get you moving in the right direction.

How often would I meet with a business coach or adviser?

It depends on your goals. Some clients prefer regular monthly sessions; others engage more intensively during key growth or transition periods. We structure the engagement around what's most useful for you.

Is this just for struggling businesses, or can successful businesses benefit too?

Some of the most valuable coaching work happens in businesses that are already performing well, scaling, improving systems, and building the foundations for long-term growth. It's not about fixing problems; it's about raising the ceiling.

Will you also look at my financials and business performance?

Yes. Strategy without numbers is opinion. We use your financial data to ground every conversation in reality, so the advice we give is practical and directly tied to your performance.

Contact us today to see how we can guide you through one-on-one business coaching and move your business to the next level.