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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

Living your best life in retirement | Oracle Advisory Group

As you approach retirement age, you may be worried about whether you have saved enough to comfortably retire and cover increasing expenses such as energy, ...

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Tax

Capital Gains Tax: A Comprehensive Guide for Australians

Managing the capital gains tax (CGT) that you pay is a critical aspect of financial planning and investment management. Whether you're buying and selling ...

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Trusts

Beyond the Will: Advanced Estate Planning Strategies to Maximise Your Legacy

Throughout our lives, we will all accumulate wealth and precious possessions that give us comfort and joy, and form a legacy of our time on earth. Naturally, ...

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Accounting & Tax

Finding grants to help your business

Many small business owners are feeling the pinch after the tough years of COVID and high inflation, but receiving a business grant could be the helping hand ...

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Topical

Being informed is the key to avoiding scams

Although many of us believe that we can outsmart scams, Australians lost over 480 million dollars collectively to scams last year. Every year scammers get more ...

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Tax

Navigating Tax Season: A Guide to Maximising Savings for Australian Business Owners

As the end of the financial year approaches, now is the right time for business owners to assess their tax positions and implement strategies that will ...

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Superannuation

Understanding Super for Maternity Leave: What Does This Mean for Me?

In a significant development for Australian parents, the government has announced that parental leave payments will now be eligible for superannuation ...

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Investing

Price to Earnings is the least understood ratio in finance

In my last article, titled Why Oracle Advisory Group Focuses on Quality and Our Preferred Holding Period is Forever" I mentioned in passing that "simple P/Es ...

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Superannuation

New increased super contribution caps explained

As we approach the end of the financial year, certain investors are considering strategies to increase their super balance before the new contribution caps ...

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retirement

Downsizing into Retirement? Here's What You Need to Know

When approaching retirement, many consider downsizing their homes for various reasons, ranging from financial benefits to lifestyle preferences. However, ...

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Accounting & Tax

Financial Health Check: Assessing and Improving Your Personal Finances

Having a stable and prosperous financial future requires more than just earning money. It demands a deep understanding of your financial health and the ...

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Insurance

Insurance is a sound investment

Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though - life can ...

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Investing

Investing mistakes to avoid

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about ...

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