"Chrissie is very polite and knowledgeable about world affairs and their affects on the global markets.
Her reviews are always thorough and reassuring. Sometimes I don't understand the terminology or understand a process, but she is always able to explain things so I do.
She has been looking after my husband and mine SMSF for many years. And her suggestions and actions have helped us greatly in our finances for retirement.
We both respect and value her expertise and highly recommend her for all matters regarding superannuation/ investment/ retirement."
Giuliana, Mudgeeraba, QLD
I have always found Naldo to be extremely interested in my well being. He listens intently and provides me with a range of options, fully explaining each one in a clear and concise manner. As a consequence of his advice, I am able to make a considered decision regarding my financial future. Naldo is always available to answer any questions I may have, and I am very satisfied with his expertise and the team behind him."
Mick - Parkwood, QLD
"I was referred by my Count financial adviser in Sydney when I was seeking advice about a financial gift I was planning to give to each of my two god-daughters who live on the Gold Coast. Naldo was present at the appointment we made with Lachlan Cruickshank with our permission. He provided additional information and advice, sometimes framing it slightly differently. Naldo, like Lachie, was sensitive in his dealings with all three of us. Indeed when talking to one of them about setting up an on-line only bank account, Naldo specifically excluded me, much to my relief. A light hearted touch in proceedings also helped. As I said in Lachie's review, my god-daughters will inherit from me in time and I feel comfortable that they will have judicious advice when they need it."
Marilyn - Bondi Beach, NSW
"Lachie is always professional when we deal with him and provides us with thorough information related to our current circumstances and future financial planning. He explains everything really well allowing us to feel very much 'in the loop' with what is happening with our finances without using financial jargon that might not make sense if you do not work in the industry. Lachie is quick to respond when we have additional questions and follows through with what he has said he will do. We would highly recommend Lachie to our friends and family."
Shannon, Carrara, QLD
"Lachie Cruickshank is a fantastic Adviser and great to work with. He replies promptly to my calls or queries, understands my goals and explains multiple options in a way that really helps me make informed decisions. On top of that - he's a nice lad! I had the same Adviser with Count for over 10 years, so I was apprehensive to work with a new Adviser at first, but Lachie made is easy and he is a great fit for me. I highly recommend Lachie."
Melody, Waterford, QLD
"Patrick is good at being patient and explaining things in different ways so that you will understand the answer to the question you have asked. Has a lot of knowledge in a lot of areas and keeps us on the right path as we head for retirement. Have been client's of Count for 26 years and 4 Financial Planners and have all been good at what they do. Patrick isn't just about numbers he's a relationship builder between us and the financial world who gets results based on his advice."
Michael, Nerang, QLD
"My wife and I have been clients of Count Financial for many years. We are now in our mid eighties having been retired for 25 years. We are drawing down on our savings living the good life rewarding ourselves for a life of hard work. We can no longer be considered wealthy and we, as they say, would like our last cheque to bounce. Despite our depleted investments Patrick treats us as valued clients and actively managers our portfolio. Thank you Count and Patrick."
Max, Main Beach, QLD
"My wife and I had the absolute pleasure of having Lyle in our team over the past few months. We sold a property and were attempting to buy another. We faced a multitude of hurdles that lasted 3 or 4 months whilst going through finance. Lyle stuck with us the whole time, offer after offer, problem after problem. His advice on finance options, bridging options and the fact that he would drop everything every time and move the earth to make things happen. You could not ask for a better person to have your back. Lyle is not just good at this job, he is great and he cares. I have dealt with many people in many industries but Lyle stands out among them all. Absolute best of the best, 6 stars wouldn't do him justice."
Chris, Tarragindi, QLD
"It's always nerve-wracking knowing who to trust with your finances. But from day one, Lyle has put me at ease with his genuine down-to-earth approach and up-to-date knowledge about global markets, investments, superannuation, and much more. Lyle was recommended to me, and I would gladly recommend utilising his services."
Josh, Kallangur, QLD
The talented bookkeeping team at Count have been brilliant in working with our manufacturing business and our software partners to install and transition to an all-new ERP and all-new accounting software system with a minimum of fuss and a maximum of support and assistance. The whole process has been much faster, smoother and simpler than expected and we could not be happier with the result. None of this would have been achieved so quickly and so well without such exceptional guidance and involvement from the Count team.
Sam
The Count GC Bookkeeping team have made my life so much easier. I can focus on new business instead of getting bogged down in admin, and they are so friendly and easy to work with, nothing is too much trouble!
Emma