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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.


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 Person 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.


Federal Budget 2022 – What’s in it for you?


On Tuesday 29 March, Treasurer Josh Frydenberg handed down the 2022 Federal Budget, which was eagerly awaited given the impact it could have on the forthcoming election outcome. The Treasurer

2021 Federal Budget Summary


On Tuesday 11 May, Treasurer Josh Frydenberg handed down the 2021 Federal Budget, which was eagerly awaited after the unprecedented stimulus that occurred in the past year through COVID-19 response

Women in Focus – Webinar 6 Recap


The sixth Women in Focus webinar explored Goals-Based Investing versus traditional investing approaches, and helped you to consider how well equipped you and your family are with an investment strategy

Women in Focus – Webinar 5 Recap


Our fifth Women in Focus webinar and the first for 2021 provided an overview of what to consider at the start of a new year, and how to plan for

Women in Focus – Webinar 4 Recap


Our fourth Women in Focus webinar tackled the inevitable issues that prompt us to reassess our goals and change course when life takes unexpected turns. When Life Gets in the

What the Federal Budget 2020/21 means for you


Business Incentives, Income Tax Cuts Lead Budget to Damp COVID Impact & Reboot Economy The Australian Government has unveiled the Federal Budget for 2020/2021 designed to pull Australia out of

Women in Focus [Webinar 2] August Recap


Our second Women in Focus webinar shone the spotlight on Planning Your Financial Future. Principal and Senior Financial Adviser, Adam Hone, built on the stages of life outlined in the

Women in Focus Webinar 2 Invitation: Planning Your Financial Future


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


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


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

‘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.