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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
Dividends

Investing in Australian Shares vs Global Shares: Why Both Matter

Many Australian investors naturally gravitate toward the local share market to build wealth. After all, Australian companies are familiar, dividends are ...

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Insurance

Unveiling the Silent Partner in Your Wealth Plan: How to Maximise Your Financial Success

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the ...

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ATO

Essential Guide to Small Business Super and Tax Tune-Ups: Maximise Your Savings

This year is shaping up as one of the biggest for tax and superannuation reform. Several major changes begin on 1 July, so small businesses that aren’t ...

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Property

New Debt-To-Income (DTI) Limits Explained: What Borrowers Need to Know

In November 2025, the Australian Prudential Regulation Authority (APRA) announced major changes to the Debt-To-Income (DTI) lending criteria that were ...

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ATO

What is Payday Super? Exploring the Benefits and Implications for Employees

As an accountant working closely with business owners every day, I see how payroll and compliance changes can impact cash flow and day-to-day operations. From ...

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Australia

A Soft Landing for Australia: Key Highlights from the 2025 Year in Review

Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong ...

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Tax

Key Tax Updates for January 2026: What Individual & Business Taxpayers Need to Know

As 2026 starts, several tax and superannuation changes are approaching that will affect both individuals and businesses. January is a perfect time to take ...

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Australia

Oracle Investment Team 2026 Predictions for the year ahead

We begin the new year by continuing a long-standing tradition: the Oracle Investment Management team shares its forward-looking predictions for 2026. Drawing ...

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Superannuation

Taking Charge of Your Finances in 2026: Essential Steps for Effective Management

With higher living costs, shifting interest rates, and new tax and superannuation rules, many Australians will start 2026 feeling financial pressure. The good ...

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ATO

Get a jumpstart on your finances for 2026

The new year is just around the corner, and while many are thinking about the holidays, a little planning now can help get your finances off to a flying start ...

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Property

Essential Strategies for Achieving Home Buying Success in 2026

If buying a home is on your to-do list for 2026, now is the perfect time to start preparing. A successful property purchase begins well before you start ...

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Australia

Looking back at our predictions for 2025

At the start of 2025, the Oracle investment team looked to the year ahead and decided to have a crack at predicting the future. We have revisited the 2025 ...

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Superannuation

How to Keep Your Super Safe: Smart Steps to Protect Your Future

Your superannuation is one of the most valuable assets you’ll ever own. It’s your long-term nest egg, the savings that will support you in retirement. But with ...

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