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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

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

Spotlight on Ian George

June 13, 2019

Ian has been a Principal of CP1 for fifteen years.  During this time, he has led the firm through many progressive changes and assisted hundreds of clients to reach their

Life stage financial planning for women

April 24, 2019

At every life stage, from their 20s to their 60s and beyond, it’s vital for women to make specific financial plans and strategies thanks to their specific life and career

Winning the money mind games

April 24, 2019

Success in generating long-term wealth has a lot to do with awareness of the tricks money can play on your mind. How many of these do you recognise? Money and

‘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.