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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
ATO

Inside the world of Cryptocurrency

Thanks to its ability to rise and fall in value by outrageous amounts each day, by now you have no-doubt heard about the world of cryptocurrency and the ...

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Property

Mortgage Lending Forecast for 2022

We’re starting the year with the Oracle lending team unveiling the Mortgage Lending forecast for 2022. We've examined topics such as the housing boom, Banks ...

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Investing

Predictions for 2022

We’re starting the new year, by revealing our predictions for 2022, just as we did last year. These predictions are not supposed to represent our base case ...

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Investing

Looking back at our 2021 Predictions

At the start of year, the investment team had some fun looking to the year ahead and predicting the future. So, we decided to revisit the Nine predictions from ...

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retirement

Preparing for Retirement – it’s about more than just money!

I have always enjoyed road trips with my family. I always plan them carefully –the best route; where our overnight stops will be; if possible, book motels in ...

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Budget

Festive Fear to Festive Cheer!

Doesn’t it feel as though this time of year comes around even faster every year now? Realistically, though it is that extra lap around the sun every time, 365 ...

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Insurance

She’ll be right… till it’s not

For many, your financial planning journey is about staying on financial track towards your goals (generally for retirement). The majority of my clients reach ...

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Superannuation

Your Guidebook to Centrelink Entitlements

Centrelink entitlements in retirement are always nice if you can get them!! The Government entity known as Centrelink can bestow on us many benefits that are ...

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Budget

Time in the Market vs Timing in the Market

I have always been fascinated by the way the market fluctuates, whilst I don’t follow it religiously, I keep an eye on the ASX in the afternoon at close, and ...

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COVID 19

Investing in a Frothy Market

Navigating the investment universe and finding value in share prices when everything seems expensive or ‘frothy’, can be difficult for individual investors. ...

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COVID 19

Why are Infrastructure companies targeted by Super Funds?

In the last few months, the Australian share market has seen several high-profile infrastructure companies either be acquired or receiving bids by large, ...

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Budget

Take control of your budget

"A budget is telling your money where to go instead of wondering where it went" Dave Ramsay.

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Property

Will Evergrande cause the next Global Financial Crisis?

Evergrande is the 2nd largest property developer in China and has been recently struggling with a growing debt pile. Together with weaker than expected sales ...

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