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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
Age Care

Your guide to residential aged care

Whether you’re considering options for yourself or deciding how best to help someone close to you, residential aged care can be a complex area requiring ...

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Shares

The Power of Growing Dividends for Income Investors

If you sit down with a financial advisor, the first thing they will tell you is that your age will be a huge deciding factor on your investment strategy. When ...

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Budget

Take care of your finances in 2021

2020 was a challenging year to say the least, with the impact of the global pandemic affecting everyone. For many, 2020 was the year they tightened their belts ...

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Investing

Predictions for 2021

Starting the new year, the Oracle Investment team thought it would be a fun exercise to share some predictions with you for 2021. These predictions are not ...

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Insurance

Financial mistakes to avoid

There are many financial mistakes that many of us are making again and again. Which can often lead people to major economic hardship. A lot of these mistakes ...

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Property

Tips to get ahead on your mortgage

Typically, a home loan period is 25 or 30 years to pay off, but that doesn’t mean you should follow this rule, you should be aiming to get ahead on your ...

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COVID 19

Is Jumbo Interactive a winning ticket?

There is no doubt that Covid-19 will be a defining event in the lives of most investors as it stopped the world. It has disrupted the business models of many ...

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Budget

How to avoid overspending at Christmas

For many families Christmas can mean splashing out and spending on presents, clothes, food and decorations. But to many of us, it’s about connecting with each ...

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Superannuation

Make your retirement money last

If you’re on the path to retirement or already in retirement, you'll want to make sure your money will last the distance. We are now all living longer, fuller ...

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Superannuation

Is ethical investing right for you?

At present, people around the world are increasingly aware of how their consumption choices are impacting on issues such as slavery, animal welfare and climate ...

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Superannuation

Salary sacrificing to super

We all want to make the most of our income and prepare for the future, right? Sacrificing some of your salary into your superannuation is a smart tax-effective ...

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Superannuation

Is SMSF right for you?

Self-managed super fund (SMSF) can be great for those who have the time and know-how to manage one. A SMSF can offer flexibility and control that retail and ...

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Superannuation

Planning for retirement

Many of us dream about the day when we will be able to stop working and do all the things we never had time to do. Retirement enables you to take those ...

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Enquire today to see how we can help.