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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

Tips to help you plan for retirement

It is important to understand where this income will come from, how long it will last, and whether your retirement investments are on track, or whether some ...

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Tax

Fringe Benefits Tax Exemption on Electric Vehicles

At the end of last year, the Government introduced a Fringe Benefits Tax (FBT) exemption for electric and other low omission vehicles. The Treasury Laws ...

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Financial Planning

Women and Money | Oracle Advisory Group

As the world celebrates International Women’s Day and all that women have achieved, it’s a good opportunity to take stock. Women have undoubtedly come a long ...

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expenses

Flexing your financial fitness

It’s a challenging time for household finances right now. Interest rates are rising as the Reserve Bank of Australia increases the cash rate to put the brakes ...

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retirement

8 retirement mistakes and how to avoid them

Retirement is a stage of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering. ...

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Property

Achieving your property goals in the year to come

Goals are important in keeping us motivated to get to where we want to be. When it comes to property, your goal may be to get a foot on the ladder, grow your ...

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Financial Planning

Keeping up with the Joneses may cost your financial goals

Nowadays, the phenomenon of keeping up with the Joneses is more widespread than ever. The constant bombardment of images from advertisers, as well as our ...

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Shares

A trusted investment vehicle – Family Trust

Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit ...

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Property

Investing in REITs – is it a good investment?

“Property price slump slows from record speed” and “Sydney’s property market is in a historic annual price fall.” These are two of many headlines plucked from ...

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Shares

Buying shares for kids: a gift that keeps on giving

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. Although the value of long-term investment ...

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Property

A helping hand to make a successful property purchase

If you are looking to buy property this year – congratulations! You have an exciting but somewhat challenging time ahead of you. If you are feeling a little ...

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Investing

2022 Year in Review | Oracle Advisory Group

The year began on an optimistic note, as we finally began to emerge from Covid restrictions. Then Russia threw a curve ball that reverberated around the world ...

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Shares

Share Buybacks: When should a company consider a Buyback?

Share buybacks are a common practice for companies with more cash than they know what to do with to return it to shareholders. Buybacks are more common in the ...

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