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
Property

Property Market Forecast 2023

We’re ending the year with the Oracle Lending team analysing the property market for 2023.

Read more
Investing

Looking back at our 2022 Predictions

At the start of 2022, the Oracle investment team looked to the year ahead and they decided to have a go at predicting the future. The predictions are not ...

Read more
Property

In market volatility there are investment options available

Market volatility can be a stressful time for any investor. The “line going down” on the value of a portfolio of assets can encourage rash decisions, and these ...

Read more
Budget

Keep your spending in check this Christmas

Many Australians will be tightening their belts this Christmas, due to the raising costs of living. With 40.3% of Australians believe they will spend less this ...

Read more
Tax

Small business is in my blood | Dona Pinkowski

Small business is in my blood. I have always been fascinated with small business; several members of my family run their own businesses. For many years I ran ...

Read more
Investing

Oil and Gas: The Present and the Future

Prior to 2022, the commodities oil and gas were largely regarded as fossil fuels that didn’t deserve to be anywhere near a portfolio of high-quality assets. ...

Read more
Financial Planning

Active vs Passive Investing

As a financial planner, it is our privilege to help support clients to achieve their goals and objectives. Like all other professionals in your life such as ...

Read more
Investing

Kip McGrath: The Strategy Shifts Are Paying Off

School children in Australia and across the globe have been suffering from the effects of up to two years of missed schooling due to the pandemic. With ...

Read more
Deductions

Small Business Boost to Skills and Technology

The Federal Government has put the Technology Investment Boost and the Skills and Training Boost incentives, back on the table as draft legislation. While the ...

Read more
Insurance

Business Insurance – is your business at risk?

Business insurance can be used to repay debts and protect assets used as security if you or another key person in your business dies or a seriously injured. ...

Read more
Shares

The Cost of Stock-Based Compensation

Stock-based compensation (SBC) is a common way for companies to pay their staff. This is especially true for technology companies and startups without much ...

Read more
Superannuation

Downsizing your home? Understanding the downsizer contribution

Downsizing the family home is often part of the longer-term financial plans for many older Australians. However, did you know that you could consider investing ...

Read more

Enquire today to see how we can help.