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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

Positive Politics – Beyond Buffettology III

This is part 3 in a series called “Beyond Buffettology”, penned by Portfolio Manager George Kurian, CFA. You can read part 1 and part 2 here. c.) Corporate ...

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Tax

Common Accounting Mistakes to Avoid for Small Businesses in Australia

In the dynamic world of small business in Australia, maintaining a robust financial foundation is paramount for success. One of the key pillars supporting this ...

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Financial Planning

Emergency Funds: Why They Matter More Than Ever in 2024

A critical part of financial resilience is having access to an adequate level of emergency funds. After a disrupted year, 2024 is poised to bring forward new ...

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Property

Property Market Update | Oracle Advisory Group

Whichever way you look at it, the Australian property market is finishing the year on a fairly even keel. Values are on a slight upward trajectory, but it’s ...

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Investing

Our Predictions for 2024

We start the new year with the Oracle Investment Management team revealing their predictions for 2024, following the tradition of previous years. Our ...

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Age Care

Aged care challenges in the home

We understand the desire to age comfortably and with dignity at home. Home Care Packages provide government-subsidised support to help make this a reality. ...

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Superannuation

Returning to work after retirement

Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some ...

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SMSF

Tax Alerts December 2023 | Oracle Advisory Group

The lenient tax approach taken by the ATO during the pandemic is over, with its focus now returning to traditional debt collection.

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Investing

Looking back at our Predictions 2023

At the start of the 2023, the Oracle investment team looked to the year ahead and decided to have a crack at predicting the future. Our predictions are not ...

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Super

Tax and the super after-life

Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case. Whether or not tax is paid on ...

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Property

Weighing up whether to renovate or sell

Weighing up whether to renovate or sell, is a difficult choice. It’s easy to be inspired by the super-profitable renovations and dream rebuilds we see on TV. ...

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Investing

Yes Minister! The Alpha in Politics – Beyond Buffettology II

This is part 2 in a series called “Beyond Buffettology”, penned by Australian Equities Portfolio Manager George Kurian. You can read part 1 here. 2. Politics ...

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Financial Planning

Financial Wealth - How much is enough?

How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has a different idea of how much it takes to be ...

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Enquire today to see how we can help.