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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.


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Our Advisers
Meet our team, committed to providing expert advice.
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.

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Expert lending advice to help you finance your next home, investment or business opportunity with confidence.

Our Lending Team

Meet the team making your funding desires a reality.

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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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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

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Our Accounting Team
Expert investment advice to grow and protect your wealth over the long term.
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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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.

FOCUS SERIES

Fixed Interest Fund

Our Fixed Interest Fund provides a reliable income stream through investment in fixed income securities.

The fund invests in a diversified portfolio of Australian government bonds, corporate bonds, and other fixed income securities.

It suits investors seeking regular income and capital preservation with lower volatility than equity investments.

Includes large well-known Australian companies

Portfolio Snapshot

Investment Universe Benchmark Emphasis Diversification Strategy Inception Management Fee
Primarily Australian Fixed Interest including corporate bonds, listed sub-debt, listed hybrids and cash. Bloomberg Ausbond Credit 0+Y Index Low volatility income 55-65 1 December 2021 0.70%

Investment Universe

Primarily Australian Fixed Interest including corporate bonds, listed sub-debt, listed hybrids and cash.

Benchmark

Bloomberg Ausbond Credit 0+Y Index

Emphasis

Low volatility income

Diversification

55-65

Strategy Inception

1 December 2021

Management Fee

0.70%

Investment Strategy

The portfolio invests in credit securities (mostly bonds issued to large banks and companies listed in ASX) with strong management, and balance sheets that display characteristics such as sufficient liquidity and low levels of gearing.

Portfolio Investment Team

Portfolio Manager: Ashley Cox.
Consultant: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.

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How to invest

This portfolio is available as a model portfolio on the HUB24 platform. For more information on how to invest, visit the Invest With Us page or speak to one of our advisers.

Enquire today to see how we can help.