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Financial Planning Services

We’ll help you prepare for life’s milestones with wealth management, retirement planning and risk-management advice.

Personal Insurance

Our advisors can help you select the best options for your life, income protection, TPD and trauma insurance.

Retirement Planning

We’ll map out your future cash flow and estimate how long your funds will last, so you can plan for the best retirement.

Self-Managed Super Funds

We provide the super strategy you need, whether you want complete control, or support from our award-winning advisers.

Shares and Investments

Our share portfolio management service provides advice, portfolio management and administration all in one.

Superannuation

CountPlus One’s super team can help you make the most out of Australia’s complex superannuation system.

Margin Loans

We can advise you on borrowing money for investment purposes, using your shares or managed funds as security.

Planning to Enter Aged Care

We’ll help you navigate the maze of aged-care information and reforms so you can make the most of your finances.

Business Expenses Insurance

We’ll help you manage your business’ risk better with cover that keeps the expenses paid if you’re unable to work.

Key Man Insurance

Talk to us about protecting your business from the negative financial impacts of losing a key member of your team.

Wealth Creation

We’ll look at your specific situation and goals and work with you on a strategy for generating wealth.

High Net Wealth

Our team specialises in servicing the specialised needs of high net wealth individuals and families.

Estate Planning

We deliver a clear picture of the scope of your estate and advise you on the best plan to provide for your heirs.

News

Women in Focus Webinar 2 Invitation: Planning Your Financial Future

September 10, 2020

Please join us for Planning Your Financial Future, the second webinar in the CountPlus One Women in Focus education series geared to women who want to join their family’s financial journey, or

Women in Focus [Webinar 1] August Recap

August 27, 2020

CountPlus One launched its Women in Focus webinar series this week with the goal of educating and invoking discussions regarding planning for financial and taxation needs at each of the

Peace of Mind for Families

January 14, 2020

The new year is the perfect time to reflect on the year that has passed and to make resolutions for your future. The holiday period is when many of us

Preparing for the Financial Fluctuations of the Festive Season

December 2, 2019

The festive season can present a lot of added financial challenges for business owners. Being organised and having a plan in place is key to avoiding the pitfalls that can

20 ways CountPlus One helps health professionals through every career milestone

October 22, 2019

When the Australian Government’s Department of Health named the ‘complexities in funding, governance and reporting arrangements’ as one of the major inherent challenges in the Australian health care system*, they

What is a Family Trust?

October 7, 2019

People set up family trusts for a variety of reasons. Some of the reasons include the ability to protect assets, tax minimisation and providing a way to fairly pass on

Money for Your Life

September 19, 2019

Have you ever felt like you could use some help getting control of your finances? Are you unsure of how to make the best personal financial decisions to help you

Case Study: Professionals – Personal Tax Planning and Financial Planning

September 13, 2019

Our team are specialists at servicing the unique needs of high net wealth individuals, couples and families who are looking to make the most of their wealth. We take the

How the 2019 Federal Election May Affect Your Finances

June 13, 2019

Whenever there’s an election looming, it’s normal to be financially cautious. Now that the dust has settled and the results are in, it’s much safer to make choices about how

A New Financial Year Means New Resolutions

June 13, 2019

January is the time of year when we all traditionally take time to reflect on the past and prepare for the new year ahead. Most people share at least one

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence No. 227232, Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490.