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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
retirement

Understanding Life Insurance: How to Protect What Matters Most in Your Life

We plan for holidays, home renovations, and retirement, but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way to ...

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Property

Comprehensive Quarterly Property Update

Spring is set for a bumper selling season! Property values continued to gain momentum nationally for the seventh consecutive month with an increase of 0.7% ...

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GST

Key Tax Updates for October 2025: What You Need to Know

In our October 2025 tax update, we explore a range of topics, including tax debt no longer deductible, back pay reporting changes, Small Business Clearing ...

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Accounting & Tax

Spring Cleaning Your Business Accounting: A Fresh Start for Your Finances

As the weather warms up and the days get longer, spring is the perfect time to refresh not just your office or workspace, but also your business finances. Just ...

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Budget

Mastering Your Finances: 6 Essential Tips to Manage Daily Financial Pressures

With rising living costs, unexpected bills, and the constant juggle between needs and wants, managing financial pressure has become a daily reality for many ...

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Accounting & Tax

Best Practices for Keeping Business and Personal Expenses Separate

Managing your expenses effectively is crucial to the success and compliance of your business. One of the most common pitfalls for small business owners and ...

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Property

First Home Buyers Guide: Effective Ways to Enter the Property Market

If you’re a first home buyer in today’s market, you’ve likely been reading about interest rate cuts - finally, some good news! But then, just as you're getting ...

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Investing

Strategies for Maintaining Composure During Market Volatility

Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is surging or ...

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Superannuation

What to Consider Before Accessing Your Super Early

Superannuation is designed to provide for your retirement, but in some circumstances, it can be accessed early. The question is, however, if you can access it ...

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ATO

Top 10 Tax Deductions for Australian Small Businesses

Running a small business in Australia comes with many moving parts, and managing your tax obligations is one of the most important. Knowing what tax deductions ...

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ATO

The ATO's Focus on Property Investors Deductions

With so many investors purchasing an investment property as part of their investment portfolio, it is advisable to revisit the ATO requirements for permissible ...

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Budget

Mastering Your Finances: The Benefits of Bucketing Your Money for Effective Budgeting

Bucketing is a smart way to manage your money without complicated budgets or spreadsheets. You set up multiple bank accounts called ‘buckets’ and use each one ...

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Investing

The Rise of Investment Scams: Key Signs to Watch Out For

Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high, and the risks are ...

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