Count Wealth Accountants

As a Member of Count Wealth Accountants, our financial advisers are authorised to deliver professional financial advice to clients.

Our Personal Financial Planning services includes: 

• Superannuation Reviews; 
• Retirement Planning; 
• Savings Plans; 
• Margin Lending Loans; 
• Advice on recommended Managed Funds; 
• Performance Reviews of existing investments; 
• Home Loans and Equipment Leasing; and 
• Personal Insurance (Life, TPD, Trauma and Income Protection)

There is a wonderful saying that says:

"Don't think you have to be wealthy to be an investor. Think the other way around: you have to be an INVESTOR to be WEALTHY."

We all collect so much information during our working life on how best to manage our finances from both well-meaning family and friends. The truth is that accumulating real wealth requires a range of expertise encompassing: 

• A tailored investment plan involving calculations to ensure your financial goals are both realistic and are likely to be achieved;
• A thorough understanding of all the implications of your financial decisions; and 
• Time to continually monitor your investments and make any required alterations.

Please contact Phillip Rix, Brad Twite or Michael Partridge today for an appointment. This initial meeting normally takes approximately 30 minutes and is complimentary.  If after discussing your financial needs with us you wish to engage our services, our fee will be discussed and agreed upon with you prior to any work commencing.
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