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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
Accounting & Tax

How to Safeguard Family Relationships Amidst Business Growth

In Summary Business growth can strain family relationships when roles, communication, and expectations are not clearly defined from the outset. Formal ...

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Financial Planning

Essential Tips and Tools for Navigating Maternity and Parental Leave

In Summary Preparing for maternity or parental leave means addressing finances, career planning, and documentation well before your leave begins, not just the ...

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Australia

Australia’s Economic Future: What the Latest Data Reveals About Recession Risks

Talk of a recession in Australia has picked up in recent weeks. Rising fuel prices, a sharp fall in consumer confidence, and signs of softer spending have all ...

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Tax

Understanding Fuel Tax Credits: A Comprehensive Guide for Businesses

Fuel tax credits provide you with a credit (in dollars) for the fuel tax (excise or customs duty) that's included in the price of fuel used in eligible ...

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Superannuation

Comparing Super Balances: Where Do You Stand Among Your Age Group?

If you have ever checked your super balance and wondered whether you are “behind” for your age, you aren’t alone. To see where you truly sit, you should ignore ...

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retirement

Unlocking Your Super: A Guide to Drawing on Savings as You Approach Retirement

Retiring well means making a series of decisions to ensure a financially secure post-work life. One practical step is to work out the income you need each week ...

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Investing

The Iran War and Financial Markets: Strategies for Navigating Uncertainty

There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been ...

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Age Care

Age Pension Increase: A Welcome Relief Amid Gradual Rise in Deeming Rates

The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group COTA Australia says the pension ...

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ATO

Maximise Your Tax Savings: A Guide to Vehicle-Related Expenses Before 30 June

Vehicle-related expenses remain one of the most commonly claimed tax deductions for Aussies, and it’s an area where the Australian Tax Office (ATO) frequently ...

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retirement

The Confident Guide to Downsizing: Tips for a Successful Move

Deciding on downsizing is a major life transition. It’s rarely just about moving into a smaller house; it can mean leaving behind a home layered with memories, ...

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Australia

The Great Wealth Transfer: Key Insights on Inheritance and Its Impact on Australians

It’s impossible to overstate the impact that inheritance will have, with trillions of dollars being passed from one generation to the next. It’s going to ...

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tax planning

Depreciation: Are You Claiming Everything You’re Entitled To?

As far as taxation goes, depreciation is and remains one of the most effective strategies for reducing taxable income. At Oracle Accounting & Tax Advisers, ...

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