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.
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.
A Count adviser can help you make sure you have adequate insurance in place, including:
- Income protection
- Business overheads insurance.
Count provides lending services through our wholly owned subsidiary Finconnect to help you choose the best loan for your needs.
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.
Our preferred provider Private Fleet can help you get the best deal on your car purchase.
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.