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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.

Lending
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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.

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

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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.

New South Wales

Newcastle

When it comes to financial planning, Newcastle locals come to us. We’re locals ourselves, and our experience in the local area gives us a unique understanding of the services that support individuals and businesses here.

Newcastle is a bustling, thriving city, filled with opportunities for both lifestyle and entrepreneurship. Our Charlestown headquarters is home to our largest team, serving clients across defence, healthcare, education and technology, with a significant retirement demographic across the Hunter region.

Our Services

Financial Planning

Retirement planning, superannuation, estate planning, insurance and cash flow advice.

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Investment Management

Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.

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Accounting & Tax

Tax returns, business structuring, bookkeeping, SMSF accounting and audit.

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Lending Solutions

Home loans, refinancing, and business lending arranged through our credit team.

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Our Team in Newcastle

Address & hours

Level 2
240-244 Pacific Highway
Charlestown NSW 2290
02 4088 6444

Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed

Lynne

We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.

Greig & Chris

Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.

Julie & Garry

I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.

Lyn & Justin

A massive thanks for all your help in realigning Mum’s financial situation Leonie, you have not only acted extremely professionally but your personal care takes it to another level. For this, we are greatly indebted. We are extremely grateful for all your assistance and look forward to working with you again in the near future.

Thelma

A visit is always a happy one with all staff who are happy to have a chat before we get into business matters. I was provided with all the information that I needed for my coming project and am looking forward to continuing my business with the company. Robert continues to grow my investments with his advice and I would recommend anyone to the company.

Enquire today to see how we can help.