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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
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2024 Year in Review: Successfully navigating uncertain times

The unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional ...

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Tax

Five Tips to Manage the Financial Success of Your Business

Achieving financial success is essential for operating a successful business. It goes beyond simply generating revenue; it involves managing cash flow, ...

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Insurance

Insuring Against Loss of Income: 5 Essential Tips

Life is unpredictable, and unexpected events such as illness, injury, or job loss can disrupt your financial stability. In these situations, loss of income ...

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Investing

Dollar cost averaging: can it work for you?

Dollar cost averaging (DCA) is an investment strategy where an investor divides their total investment amount into smaller, equal portions and invests them at ...

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Tax

Recharging for Success in Small Business: 5 Essential Tips

Running a small business is both exciting and demanding. As a small business owner, you juggle countless responsibilities — managing finances, leading a team, ...

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Budget

Tips to Fight Funflation: Managing the Rising Cost of Entertainment

What’s the point of life if you can’t have some fun, right? Entertainment is critically important to our state of mind, and making the most of life, but ...

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Investing

2025 Predictions for the year ahead

We start the new year with the Oracle Investment Management team revealing their predictions for 2025, following the tradition of previous years. Our ...

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GST

Tax update January 2025 | Oracle Accounting & Tax Advisers

In our January 2025 tax update edition, we explore the new PAYG adjustment factor, Fraudulent claims for GST refunds continue to be a major focus for the ATO, ...

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Property

Quarterly Property update January 2025

A cooling market as we head into the warmer months. Australia’s property market is finishing the year showing a softening in prices with annual growth in ...

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Financial Planning

How to Spot and Stop Financial Abuse in Australia

Financial abuse is an insidious form of control that is less noticeable than physical abuse, but every bit as damaging. In Australia, financial abuse is a ...

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Tax

Tips for Building a Self-Sustaining Business in Australia

With a diverse economy, strong infrastructure, and a growing entrepreneurial ecosystem, Australia offers plenty of opportunities for businesses to thrive. But ...

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Investing

Looking back at our predictions 2024

At the start of 2024, the Oracle investment team looked to the year ahead and decided to have a crack at predicting the future.

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retirement

Helping the kids without derailing your retirement plans

As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping ...

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Enquire today to see how we can help.