Count offers personalised financial advice across a broad range of areas designed to help Australians reach their financial and lifestyle goals. This includes wealth creation and protection, superannuation and retirement planning, insurance advice, estate planning assistance, and tax advice services.

Your first meeting is a chance for us to understand your financial situation, goals, and priorities — with no pressure. You can expect a conversation about where you are now and where you’d like to be, an explanation of what services Count can offer, a review of our Financial Services Guide, and clarity on any fees before anything proceeds. Meetings can be held face-to-face or remotely, depending on your preference.

Your initial call is free of charge. If you choose to proceed, any fees will be clearly explained before your first official appointment. Count typically uses a fee-for-service model, which may include a preparation fee for your financial plan, optional ongoing service fees, and insurance commissions where applicable.

Yes. Count has offices across Australia, including in Sydney, Gold Coast, Coolangatta, and Adelaide. We also offer virtual meetings if you prefer to connect from home. Either way, you’ll work with the same dedicated adviser throughout.