Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
VICTORIA
Trusted Financial Advice for Melbourne Individuals and Businesses
For businesses and individuals alike, Count Wealth offers the best financial planning Melbourne has to offer. Our leading range of services and deep expertise in all aspects of financial services means that our customers can trust that we will deliver for them the best results, both in terms of wealth management and business growth.
Welcome
Welcome to Count Mount Waverley. Vukasin and Naomi enjoy working with people from all walks of life across Melbourne's south-east, helping them make confident financial decisions at every stage of life. Whether you're planning for retirement, running a small business or simply looking for trusted financial advice, they'll take the time to understand what's important to you and provide practical guidance that's tailored to your goals. Their focus is on building long-term relationships and making financial advice straightforward, approachable and relevant to your individual circumstances.
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 Melbourne
Vukasin is a Financial Adviser at the Count Wealth Melbourne. Vukasin has over 10 years of experience working in financial planning.
Vukasin is a Certified Financial Planner, SMSF Adviser Specialist and is a Registered Tax (Financial) Adviser. He holds a Graduate Diploma of Economics, Graduate Diploma in Financial planning and a Diploma in Financial Services (Financial Markets). He has a genuine and patient approach to work and he enjoys helping clients tackling challenges in life, to turn them into a positive client experience.
Outside of work, Vukasin enjoys going on holidays with his family to seek new experiences and finding out about new cultures.
Address & hours
T8/L2, 395 Ferntree Gully Road
Mount Waverley VIC 3149
03 9882 5452
Monday to Friday: 9:00am–5:00pm
Saturday & Sunday: Closed
Local market notes
Melbourne’s south-east is home to a diverse community of established professionals, families, business owners and retirees. The area has grown into a thriving residential and commercial hub, with many residents building wealth over decades through property, successful careers and business ownership. As people move through different stages of life, their financial priorities often change, from creating a strong financial foundation to protecting wealth, preparing for retirement and planning for the next generation.
At Count Mount Waverley, Vukasin and Naomi work with clients throughout the south-east suburbs who are looking for practical, personalised financial advice. Many of their clients are professionals approaching retirement, retirees wanting to make the most of their assets, and small business owners balancing the demands of running a business while planning for their personal financial future. They understand that every client's circumstances are different and take the time to provide advice that reflects their goals, values and priorities.
Being part of the local community means understanding the challenges and opportunities faced by people in the area. Whether it is helping clients make decisions around superannuation, retirement planning, investment strategies, self-managed super funds or business succession planning, Vukasin and Naomi provide guidance designed to simplify complex decisions and help clients feel more confident about the future.
Von & Tony
We wish to advise that we appreciate your service, advice and support, Vukasin. Thank you so much for visiting us annually at home here due to our recent & ongoing health issues.
Enquire today to see how we can help.