Skip to content
Financial Planning
FP MM Image

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

Count Insignia-gold
Wealth building

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

Count Insignia-gold
Protection & planning

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

Count Insignia-gold
Retirement & later life

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

Investment Management
IM MM Feature

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

Count Insignia-gold
Our Investment Business

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

Lending
Lending MM Image

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

Count Insignia-gold
Home & Investment Loans

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


Count Insignia-gold
Refinancing

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

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

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

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


Count Insignia-gold
Lenders Mortgage Insurance

Understand how LMI can help you secure a home loan.

Accounting
Accounting MM Image copy

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

Count Insignia-gold
Personal Accounting & Taxation

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


Count Insignia-gold
Bookkeeping

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

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

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

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

About
About MM Image

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

Count Insignia-gold
Our Story

Discover how we began and where we're going.


Count Insignia-gold
Values & Beliefs

The principles that guide everything we do.


Count Insignia-gold
Our Team

Meet the people dedicated to your success.

Count-Wealth-37
Count Insignia-gold
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.

Insights

Practical financial thinking from our team

Our blog brings together our team’s thinking on financial planning, investment markets, retirement, tax, and personal finance topics that matter to our clients.
Updates and perspectives from our team
CGT

Tax update October 2024 | Oracle Accounting

In our October 2024 tax update edition, we explore a range of new deductions and employer obligations including claims for energy expenses, paying less capital ...

Read more
Investing

Investing Cycles - Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time and riding ...

Read more
Financial Planning

Managing the Cost of Living for Australians: Strategies to Navigate Economic Pressures

As of late 2023, the Australian Bureau of Statistics reported an annual inflation rate of 5.8%, and that has meant that Australian households have been ...

Read more
Investing

No Alpha Politics in the Stock Market – Beyond Buffettology IV

This is the fourth part in a series titled "Beyond Buffettology," written by Portfolio Manager George Kurian, CFA. You can read part 1, part 2, part 3 here. ...

Read more
Property

Navigating the property market minefield

Given the ever-fluctuating landscape of Australia's property market and the current uncertainty as to what to expect for interest rates, it’s a challenging ...

Read more
business structure

Which business structure is best?

A catchy business name, a trustworthy brand and an engaging website or social media presence are all vital to any small business. However, don’t underestimate ...

Read more
Superannuation

Preparing your SMSF for the future

What happens to a self-managed super fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather ...

Read more
Accounting & Tax

Tax Offset vs Tax Deduction: Understanding the Differences

When it comes to managing your taxes in Australia, understanding the differences between tax offsets and tax deductions can significantly impact your financial ...

Read more
retirement

Five Tips For Managing Money In Retirement: A Guide For Australian Retirees

Retirement marks a significant transition in your life, where the dynamics of managing money change drastically compared to your working years. The financial ...

Read more
retirement

Why Should I Hire a Financial Adviser?

Managing money can be stressful, regardless of whether you're planning for retirement, managing investments, or simply trying to build wealth. Financial ...

Read more
scam

What to Do if You've Been Targeted By A Scam

Being scammed can be a distressing and overwhelming experience. The first thing to understand is that it’s not your fault: scammers are becoming increasingly ...

Read more
Financial Planning

When DIY does not pay off | Oracle Advisory Group

“If you want something done right, you’ve got to do it yourself” Not necessarily! The appeal of DIY is understandable. There is a great feeling that comes with ...

Read more
Valuations

A Comprehensive Guide on Property Valuations

Whether you’re selling, looking to buy or simply wanting to refinance, you need to know the value of the property in question. The tricky thing is there can be ...

Read more

Enquire today to see how we can help.