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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.

Cash Flow & Debt
Superannuation
Investment Services
Financial Advice for Women
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Protection & planning

Protect what matters most with insurance, estate planning and strategies for life's moments.

Estate Planning
Personal Insurance
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Retirement & later life

Plan for a comfortable retirement with personalised strategies for every stage of later life.

Retirement Planning
Transition to Retirement
Aged Care
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.

Portfolio Overview
About Investment Management
Our Investment Team
SMA & MDA Explained
Invest with Us
Audit Reports
Focus series
Global Equities
Australian Equities
Emerging Companies
Property Securities
Fixed Interest Fund
Prosperity series
Capital Stable
Conservative
Balanced
Growth
High Growth
Executive series
Capital Stable
Conservative
Balanced
Growth
High Growth
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.

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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.

SMSF Administration
SMSF Accounting
SMSF Audit
About
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Get to know the people, values and story behind Count Wealth.

Discover us
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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.
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AUDIT REPORTS

Independent audit and financial statements

The following independent audit reports and financial statements relate to our investment management business and its responsible entity arrangements.

Archive of yearly audit reports

2025 Audit and Financial Statements

2024 Audit and Financial Statements

2023 Audit and Financial Statements

2022 Audit Reports

2021 Audit Reports

2020 Audit Reports

2019 Audit Reports

Platform migration note:
Our portfolios moved onto the HUB24 platform in July 2022. For more information, please read the client letter from HUB24 and the Event Notice.

Enquire today to see how we can help.
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