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.

We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Protect what matters most with insurance, estate planning and strategies for life's moments.
Plan for a comfortable retirement with personalised strategies for every stage of later life.

Our investment solutions are designed to help you build, protect and grow your wealth.
Discover our investment philosophy, meet our team and explore the strategies that help clients invest with confidence.

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.
Finance your next home or investment property with tailored lending solutions.
Review your current loan and explore opportunities to reduce repayments or unlock equity.
Funding solutions to help your business grow or expand with finance tailored to your needs.
Understand how LMI can help you secure a home loan.

Expert accounting services and tailored advice to support your financial success and help your business thrive.
Tax returns, planning and advice tailored to your individual financial situation.
Accurate, reliable bookkeeping to keep your records organised and up to date.
Discover how we began and where we're going.
The principles that guide everything we do.
NEW SOUTH WALES
Building on a nationwide heritage of leading financial services and expert advice to businesses and individuals from all walks of life, we have the reputation of being the financial adviser Port Stephens locals can rely on for a good reason.
We deliver advice and services that are tailored to your own specific needs, and we are a partner to your financial success and health at every step of the way.
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Home loans, refinancing, and business lending arranged through our credit team.
John is a Financial Adviser at Count Wealth Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.
John is a trusted adviser in superannuation advice, managed fund investments, personal insurance, retirement planning and mortgage broking.
John has a broad range of experience, having advised clients from various backgrounds including mining, medical, law, business, and personal clients.
Outside work, John is a keen surfer, water skier, jet ski riding and an avid snow skier and enjoys spending time with his family and friends.
Suite 14, First Floor
Corner Donald & Stockton Streets
Nelson Bay NSW 2315
02 4981 4768
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Enquire today to see how we can help.