Our Purpose

 

At Count, we have a long-term vision centred around ensuring more people have access to the important financial advice they need. We believe that the accounting-led model is best placed to deliver advice because of the trusted relationship that exists with the client and the intimate understanding of their financial position.  

Trusted partnerships with our Members

Our Members are the lifeblood of our community. Everything we do is designed to help our Member network deliver quality advice to their clients. We’re a technology-driven licensee that is passionate about providing digital solutions and removing unnecessary barriers so that our Members can spend more time servicing their clients. We have robust learning and development programs to ensure that our advisers are among the most educated in the industry.

What our Members are saying

"No one moves licensees for fun, but post Hayne Royal Commission, this was very much a decision about the future of our business and the broader financial planning industry. Count's size, compliance focus and overall support offering were all factors in our final choice of licensee."

Brad Peters – Affinitas Financial Planning

“We recently joined Count and the entire process was seamless. What our team is really enjoying is the larger professional team and depth of services available, specifically around the XPLAN Coaching Team and the IT solutions. Count is helping us cut through the tape when it comes to solutions using the best technology and best systems for our business. We also found the onboarding of our new advisers to be seamless as Counts Member Onboarding team looked after everything. Nothing is ever a problem.”

Phil Smith – Managing Director, Hunter Financial

"Count's Member Services Team are always quick to help my team and I resolve any queries we have so we can focus on providing valuable advice to our clients. We are thankful to have such a great support as we navigate our way through the higher FASEA compliance standards and operate our financial planning business as efficiently as possible."

Nellie Fung - Director, O'Brien Accountants & Advisors

"I have found the Count Practice Development Team to be an invaluable tool for our business. Being from a practitioner background they really understand the day to day challenges that advisers face. This knowledge of an advice business means that they are very quickly able to respond to calls for help and offer guidance and support that is relevant and timely.

The time they spend getting to know my team and my business really means that I have an engaged coach and mentor who understands the vision, the goals and the challenges of the business. The ongoing support, guidance and contact really does force focus and accountability in achieving business objectives."

Hilary Acheson - Principal, Unite Advisory

Like to know more?