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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
Tax Return

Rental investor? How to get your tax return right

With the Treasury estimating the government misses out on billions in potential tax revenue from rental property deductions and the ATO recently warning extra ...

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Superannuation

How a super re-contribution strategy could improve your tax position

Withdrawing part of your superannuation fund balance and then paying it back into the account, known as a recontribution strategy, may sound a little strange ...

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Property

A positive property outlook for some

Residential property investors have been on a wild ride in recent years as prices slumped during the pandemic and then quickly skyrocketed before losing ground ...

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Financial Planning

The 1% rule | Tiny changes add up to a BIG difference

Personal transformation can be challenging.

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Investing

Market Update October 2023 | Oracle Advisory Group

2023 continues to surprise. In the closing days of 2022, one of the most difficult years for markets on record, there was nothing but pessimism. In August, I ...

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Investing

How the Aussie dollar moves your investments

It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for your investment portfolio. ...

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retirement

Should I buy insurance through my super?

While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may affect your family’s financial ...

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Financial Planning

What you need to know about debt consolidation

Rising levels of debt and finding ways to manage it is a concern for many. For some, it’s aiming to improve their credit score when applying for a mortgage or ...

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Property

Quarterly Property Market Update

In our latest property market update - Australia’s housing recovery gains momentum in August 2023.

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Investing

WEST meets (FAR) EAST – the stock market of the rising sun

While many investors and fund managers are particularly fond of discussing (and investing in) American stocks, the Japanese stock market is almost completely ...

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Topical

Automotive industry sparking up with electric vehicles

With electric vehicles fast overtaking petrol-driven cars in sales in Australia, what are the considerations for the industry, the environment, and consumers? ...

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Property

Is your mortgage still working for you?

A mortgage is a long-term commitment, one in which many people enter with a ‘set and forget’ mentality. Most loans are around 30 years – a long time in which ...

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Investing

How iron ore plays a big part in our economy

Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. In 2021, resources accounted for 68% of ...

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