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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.

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This website. Identifies who owns and operates the website (now Count Wealth Pty Ltd, ABN 71 617 787 176, registered office to be confirmed). States that use of the site implies acceptance of Terms and Privacy Policy. States the right to update terms without notice, with a recommendation to review periodically. States the site is prepared for residents of Australia only.

Disclaimer. Identifies the publisher (Count Wealth Pty Ltd, ABN, AFSL 540806). Best-endeavours statement on accuracy. Disclaimer of liability for loss or damage from reliance on website content. Reference to PDS for full investment details.

No investment advice. States that the website provides general information only, not personal financial advice. Advises readers to consider their own objectives, financial situation, and needs. Notes that investing involves risk of capital loss and that not all investments are appropriate for all people.

Performance figures. States the source of performance figures (internal and other sources). Past performance not an indication of future performance. No allowance made for taxation. Not all fees taken into account.

Return of capital and performance. States that none of the entities guarantees the success of any trusts, the repayment of capital, or any particular rate of return.

Copyright. Asserts copyright in all website materials. Permitted use is personal information, research, or study, with copyright notice retained. Prohibition on copying, publishing, distributing, creating derivative works, or commercial exploitation. Replace existing copyright owner reference with “Count Wealth Pty Ltd”. Note: existing Oracle T&C has a typo (“Oracle Advisory Grop Pty Ltd”) which should be corrected in the rewrite.

Loss or damage to your systems. Disclaimer of liability for loss or damage to user’s system. Advice to take own precautions including virus protection.

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