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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.

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
ATO

Steer clear of these red flags on your tax return for 2024

The Australian Taxation Office has provided a heads-up about the areas it will be focussing on when reviewing tax returns this year. The ATO says there are ...

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Investing

Going for Gold | Your Comprehensive Guide

Gold fever is in the air and it’s not just the gold medals at the Paris Olympics.

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Age Care

To sell or not to sell is the question for moving into aged care

Moving into residential aged care can trigger a range of emotions, especially if it involves the sale of the family home. What is often a major financial ...

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Superannuation

Why Superannuation Fund Fees Matter So Much

The impact of superannuation fund fees on your retirement savings cannot be overstated. Understanding these fees and how they affect your superannuation ...

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Tax

Utilise EOFY to Set Your Next 12 Months Up for Success

As the end of the financial year (EOFY) approaches, it is the best opportunity for businesses and individuals alike to reflect on the past year's financial ...

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Financial Planning

Enjoy the now and secure your future

Managing your financial situation always involves a tension between how you live your life now and preparing for your future – whatever that looks like. The ...

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Investing

The advantages of investing early

The common phrase "No risk, no reward" suggests that taking risks is essential for gaining rewards. However, it's interesting to note that over time, the level ...

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Property

Quarter Property Update July 2024 | Oracle Advisory

The recovery continues with a second-place shake-up. It’s been a positive quarter in the three months to May 31, albeit a period of slight to modest growth for ...

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GST

Tax Update July 2024 | Oracle Advisory Group

In the July 2024 edition of our tax update, we cover various topics such as tax cuts, the new compliance tax force, instant asset write-offs retained, unpaid ...

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Investing

Market Volatility Explained | Oracle Advisory Group

Volatility is an investment term that describes when a market or security experiences periods of unpredictable, and sometimes sharp, price movements. People ...

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Property

Tips to help you pay off your mortgage faster

For most of us, our mortgage is our biggest financial burden and one that will last for decades to come. However, it’s important to remember that the life of a ...

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Financial Planning

Caught in the middle: Help for the sandwich generation

If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all ...

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retirement

Living your best life in retirement | Oracle Advisory Group

As you approach retirement age, you may be worried about whether you have saved enough to comfortably retire and cover increasing expenses such as energy, ...

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Enquire today to see how we can help.