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
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.
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.
Peter Durbin is a Consultant at Count Wealth. He has over 37 years of experience in the Financial Services industry. His investment industry experience includes stockbroking, investment management equities research & and portfolio construction.
Peter has a solid understanding of superannuation, equities, income-bearing instruments, financial planning, and property trusts. The majority of his career has been with Morgan’s Financial as a branch manager and providing advice to a large and diverse client base.
Scott is a Financial Adviser at Count Wealth Newcastle. He has been in the financial services industry since 2002, through the accounting profession as well as stockbroking and financial planning roles.
Scott spent over a decade of his career with Morgans Financial Ltd where he provided investment and retirement planning advice to a wide range of clients.
Outside work, you’ll find Scott spending time with his family, coaching his boy’s sporting teams or enjoying a hit of tennis or time at the beach.
Jonathon is a Financial Adviser at Count Wealth Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.
Jonathon is a Certified Financial Planner and has helped people with many and varied circumstances solve their financial problems and plan for their retirement.
Outside work Jonathon enjoys quality time with his wife and sons, riding his motorcycle and stubbornly avoiding retiring from playing rugby.
Graham is a Financial Adviser at Count Wealth Newcastle and has over 20 years of experience in financial planning.
Graham prides himself on the levels of client service he provides & takes both an active & practical role in the financial planning advice he provides to clients.
Graham likes to work closely with clients to make the complex simpler & help them achieve their financial goals. This active personal approach ensures clients have a full understanding of the strategies and investments in which they are involved. Graham finds it rewarding to have regular honest and open communication with clients to the point that they become more of an extended family than clients.
Outside work, Graham is interested in all things mechanical & likes to work on the Vintage British car & Motorcycle he currently has sitting in the garage. Graham is also a keen follower of English football being a keen Sunderland supporter.
Adam Bennett is a highly experienced Financial Adviser at Count Wealth Newcastle, with over 20 years in the financial services industry and more than 15 years providing strategic financial advice. He is passionate about helping clients build, protect, and enjoy their wealth through personalised financial strategies that provide confidence and peace of mind for the future.
Adam provides advice across a broad range of financial planning areas, including life and disability insurance, self-managed superannuation funds (SMSFs), retirement planning, wealth creation strategies, debt management, and cash flow optimisation. His extensive experience enables him to deliver holistic, tailored advice that aligns with each client's unique circumstances, goals, and aspirations.
Clients value Adam's ability to simplify complex financial concepts and communicate them in a clear and practical way. He takes the time to understand what matters most to his clients, building strong relationships founded on trust, transparency, and genuine care.
Outside of work, Adam enjoys spending quality time with his family and maintaining an active lifestyle. Whether participating in sport, keeping fit, or enjoying time with loved ones, he believes that balance and wellbeing are important foundations for both personal and professional success.
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
Thelma
Enquire today to see how we can help.