OVER 30 YEARS EXPERIENCE

A tailored solution for your specific circumstances

WHAT WE OFFER

The right adviser for you depends on your personal requirements. At Count we believe it's essential you find someone you are comfortable with and who you can trust. And someone who will provide you with professional advice that is based on your best interests.

Why choose a Count adviser?

  • A Count adviser can help you pay less tax and generate wealth
  • The peace of mind that comes from dealing with a professional
  • We're working for you

Count advisers recommend investments and strategies based on their suitability to your specific needs. Each investment we recommend has been through our rigorous and independent research process.

  • THE VALUE OF PROFESSIONAL ADVICE

    VALUE OF ADVICE

  • HOW FINANCIAL ADVICE WORKS AT COUNT

    We believe every successful financial plan begins with a strong foundation. We will get an in-depth picture of your finances, your future goals and your worries and concerns. We will then use our experience and expertise to build you a financial plan that is tailored to your circumstances and needs.

  • ADVICE AND INVESTMENT RECOMMENDATIONS

    Count advisers are licensed to provide advice on a range of financial products:

    • Savings accounts and term deposits
    • Treasury bonds and notes
    • Managed funds
    • Listed shares and ETFs
    • Superannuation, SMSFs and retirement savings accounts
    • Margin loans.

    Tax advice

    Count advisers are generally also qualified accountants and registered tax agents which means they can provide you with tax advice to help you minimise your tax bill.

    Insurance

    A Count adviser can help you make sure you have adequate insurance in place, including:

    • Life
    • Trauma
    • Income protection
    • Business overheads insurance.

    Lending

    Count provides lending services through our wholly owned subsidiary Finconnect to help you choose the best loan for your needs.

    Estate planning

    Your Count adviser can work with your solicitor or our preferred partner Australian Executor Trustees to ensure that you have a consolidate solutions that covers your estate planning needs.

    Car purchase

    Our preferred provider Private Fleet can help you get the best deal on your car purchase.

    Our fees

    Count can offer you a competitive fee arrangement. After your free initial consultation, your adviser will provide you with a comprehensive estimate of fees that are based on the advice you are receiving.

  • MARKET UPDATES AND PUBLICATIONS

    At Count we believe the foundation of successful investing is knowledge, expertise, experience and insight. You can access our ongoing publications that help keep you up to date with information about the value of advice, investing and what is happening in the financial world.

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