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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 SERVICES

A genuine part of your business

Our team have decades of experience and expertise in accounting, management and business in order to become a genuine part of each of our client's businesses. We take the time to get to know each client, their business, and goals, before making recommendations to improve the health and performance of their business.

Comprehensive accounting support for businesses

Our business services

Business & Company Financial Statements
Business & Company Tax Returns
Cash Flow analysis & planning
Financial & Performance analysis
Payroll & Accounts related work
Accounting software & training solutions
Customised systems to give you a competitive advantage
Assessment of financial structure
Assistance in financial decision making
Budgetary performance reporting
Cash flow forecasts and reporting
Reporting to financial institutions to support clients' funding applications
Establishing key indicators and monitoring systems
Analysis of production costing calculations
Break even profit analysis

Contact us today to see how we can help improve your business health and performance.

Frequently asked questions

Do I really need professional business accounting support?

If you're making financial decisions without clear, current data, you're operating at a disadvantage. Professional support goes beyond compliance. It gives you the clarity and confidence to run your business more effectively.

What kind of businesses do you work with?

We work with businesses across a wide range of industries and growth stages, from start-ups building strong foundations to established companies seeking strategic direction. Our approach is tailored to each client, because no two businesses have the same challenges or goals.

Do you only help at tax time, or throughout the year?

We work with you year-round. Waiting until tax time to look at your numbers means missing opportunities that only show up when you're watching closely. Ongoing support allows us to give proactive advice and keep you on track.

Can you help me plan for growth or expansion?

Growth without a financial plan is just risk. We work with you to understand your goals, assess your current position, and build a strategy that covers cash flow, forecasting, structuring, and tax, so you can move forward with confidence, not guesswork.

Will you work alongside my other advisers?

Yes. We regularly collaborate with your broader advisory team, including tax advisers, financial planners, lenders, and others, to make sure everything is aligned and nothing falls through the gaps.

What if I feel overwhelmed by my business finances?

That feeling usually means your financial information isn't giving you what you need. We simplify your finances, organise your data, and translate it into clear, actionable insights. The goal is to give you back control, and the confidence to make decisions without second-guessing yourself.

Enquire today to see how we can help.