The first step in building a financial future for you and your family is to begin with a financial plan.

Creating wealth starts with saving money, investing that money and then protecting and growing those investments. We develop a plan that suits whatever stage of life you’re at.

Our Wealth Management specialists can help you with:

  1. Aged Care

    Before moving yourself or a loved one to aged care, there are many factors to consider. Learn more

  2. Budgeting & Cashflow Planning

    By setting goals, planning ahead and being smart with your savings and debt strategies, you can actively grow your wealth even from a modest start. Learn more

  3. Building for Retirement

    Superannuation can be one of the most tax effective ways to build your retirement nest egg. Learn more

  4. Business Succession Planning

    Nobody likes to think about it, but it’s inevitable that one day you’ll leave your business. Learn more

  5. Estate Planning

    Estate planning involves much more than having an up to date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries. Learn more

  6. Gearing

    Gearing can be an effective and tax-efficient way of building your investments over the long-term. While it can increase your investment returns, you need to be aware of the risks involved. Learn more

  7. Investing

    There are many types of investment vehicles to choose from, with managed funds one of the most popular choices in Australia. Learn more

  8. Lending & Leasing

    Taking control of your finances starts here. Learn more

  9. Personal Insurance

    Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? Learn more

  10. Retirement Income

    One of the most effective ways to provide some or all of your required level of income in retirement may be via a regular retirement stream such as an account-based pension or an annuity. Learn more

  11. Superannuation

    For many people, super is one of the best ways to grow your wealth, as it provides significant tax concessions to help you save for retirement. Learn more

  12. Tax Planning

    You have the right to arrange your financial affairs to keep your tax to a minimum. Learn more

We are a member of Count, a national network of advisers who operate at the highest of professional standards, providing products that have been extensively researched, so you can always feel confident that you are investing in a product that’s right for you.

Download our Financial Services Guide or our AAR Financial Services Guide.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of Companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.

The MBA Partnership Pty Ltd ABN 68 128 381 831 is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants(R) are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.