Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
QUEENSLAND
Brisbane
Whether you’re an individual or a business owner, Count Wealth is here for you.
The wide range of services and expertise that we offer to each of our clients have made is the leading Brisbane financial planners that locals have come to rely on for their entire wealth management.
Our Services
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Investment Management
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Accounting & Tax
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Lending Solutions
Home loans, refinancing, and business lending arranged through our credit team.
Our Team in Brisbane
Matthew is a Financial Adviser at Oracle Advisory Group, he has over 20 years’ experience in the financial services industry.
Matthew enjoys helping clients plan for the future and uses his extensive experience to take away the complexity and jargon, so they can have the confidence in their plans and peace of mind for the future.
Address & hours
The Johnson
477 Boundary Street
Spring Hill QLD 4000
07 3832 6020
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Local market notes
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Lynne
We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.
Greig & Chris
Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.
Julie & Garry
I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.
Lyn & Justin
A massive thanks for all your help in realigning Mum’s financial situation Leonie, you have not only acted extremely professionally but your personal care takes it to another level. For this, we are greatly indebted. We are extremely grateful for all your assistance and look forward to working with you again in the near future.
Thelma
A visit is always a happy one with all staff who are happy to have a chat before we get into business matters. I was provided with all the information that I needed for my coming project and am looking forward to continuing my business with the company. Robert continues to grow my investments with his advice and I would recommend anyone to the company.