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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

Identity check for clients of Oracle Accounting

The Tax Practitioners Board (TPB) is the governing body for Tax Agents in Australia. In January 2022 they released a policy outlining the proof of identity ...

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Budget

Travel on a Shoestring

If you’re saving for a long-term goal like a home deposit, it can feel like you have to miss out on things such as travel to keep your savings on track. That’s ...

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retirement

Planting the Seeds for a happy retirement

The thought of retirement is an appealing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, ...

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Property

Has Australia’s housing decline come to an end?

The housing decline has been on the minds of many Australians with interest rates the hot topic of conversation among homebuyers for a year now. In May 2022 ...

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financial services

Quality of Advice Review | What it means for Financial Planning?

The Financial Services Minister recently announced the government’s response to the Quality of Advice Review (QAR) – adopting the bulk of the recommendations ...

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ATO

Tax Alert June 2023

Even though this year’s Federal Budget was short on big changes when it came to tax, there still have been some important developments in this area. Here are ...

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Property

EOFY for property investors

As the end of the financial year fast approaches, here are three main factors to keep in mind. By being prepared, particularly with your admin, having an ...

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Superannuation

Illegal Early SMSF Access on ATO's Radar

Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots ...

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Property

Airbnb vs Long-term Rentals – how do the numbers measure up?

Airbnb has transformed from a platform helping homeowners earn cash from their spare rooms to a business and property investment strategy. There are between ...

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Financial Planning

Emergency fund delivers peace of mind

When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be nerve-wracking to worry ...

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Loans

How do interest rates affect your investments?

Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral ...

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scam

Scammers are getting more sophisticated

It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with ...

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Investing

Market Update April 2023 | Oracle Advisory Group

The market update for April 2023 was a positive month for equity markets worldwide, with the S&P/ASX 200 returning 1.7% for the month and the MSCI All ...

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