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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
Investing

RBA Raises Rates for the first time in over a decade

Most of us would have heard the news of the Reserve Bank of Australia raising its cash rate target from 0.10% to the lowest target ever to 0.35%.

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retirement

Contemplating a sea or tree change at retirement?

The pandemic has encouraged many people to think about what they want from life, and for many this means making a sea or tree change. Do you dream of tree ...

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Superannuation

Super changes coming 1 July 2022

Changes to super contribution rules from 1st July, may create a great opportunity to revisit your savings and super contribution strategies. The changes can ...

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Investing

Investing in market while interest rates are rising

The threat of rising interest rates has been dominating financial headlines for months now. Surging inflation prints globally has prompted central banks, ...

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Budget

Federal Budget 2022 Implications on Oracle Advisory Group Portfolios

The 2022 Federal Budget was announced on Tuesday evening, the focus was on helping the economy battle the rising costs of living characterised by rising petrol ...

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Property

Ultimate guide to the Granny Flat

In the past a granny flat was a small room provided by families for their elderly parents, but now they are luxurious self-contained dwellings. For many ...

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expenses

How businesses survive periods of high Inflation

For the first time in four decades the global economy is experiencing high levels of inflation. In January 2022, the United States Consumer Price Index ...

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Budget

Investing in your children’s future

Having children can change your perspective on life. Priorities shift and your world is never the same. I remember looking down at the fresh face of my newly ...

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Superannuation

Preparing for Retirement at any age - Part 2

Following on from our last article - Preparing for Retirement in your 20’s, 30’s and 40’s. We continue to guide you through planning for retirement in your ...

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Superannuation

Preparing for Retirement at Any Age

Whether you’re just starting out in the workforce or your approaching retirement age, its important to start planning now! Whatever your perfect retirement ...

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Shares

Takeover Offers – How to Maximise Your Return

The 2022 financial year has so far provided excellent entertainment on the ASX given the amount of takeover offers we have seen. A takeover offer refers to a ...

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retirement

Retirement Plans for Those Going Solo

Sometimes, even the best laid plans can come undone.

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COVID 19

Our guide to Bear Markets

You would be excused if you thought the global economy was going into economic meltdown from recent media headlines that are plagued with phrases such as ‘bear ...

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