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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
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Our Advisers
Meet our team, committed to providing expert advice.
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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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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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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
SMSF Administration
SMSF Accounting
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Our Accounting Team
Expert investment advice to grow and protect your wealth over the long term.
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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.
Get in touch

INVEST WITH US

How to invest in our portfolios

To discuss which portfolio might be right for you, please speak to one of our financial advisers. Call us, or request a call back by submitting a form.

Investment product disclosure documents and onboarding

Required documents

Before you consider investing in one of our investment products, please read the appropriate documents listed below.

AMP North - SMA Documents

BT Panorama - MDA Documents

HUB24 - SMA Documents

HUB24 - MDA Documents 

Oracle Fixed Interest Fund

Fund Profiles

Focus Series
Global Equities Download Profile
Australian Equities Download Profile
Emerging Companies Download Profile
Property Securities Download Profile
Fixed Interest Fund Download Profile
Global Equities
Download Profile
Australian Equities
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Emerging Companies
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Property Securities
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Fixed Interest Fund
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Prosperity Series
Capital Stable Download Profile
Conservative Download Profile
Balanced Download Profile
Growth Download Profile
High Growth Download Profile
Capital Stable
Download Profile
Conservative
Download Profile
Balanced
Download Profile
Growth
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High Growth
Download Profile
Executive Series
Capital Stable Download Profile
Conservative Download Profile
Balanced Download Profile
Growth Download Profile
High Growth Download Profile
Capital Stable
Download Profile
Conservative
Download Profile
Balanced
Download Profile
Growth
Download Profile
High Growth
Download Profile

Enquire today to see how we can help.
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