Wealth Management

Your goals are as important to us as they are to you 

You have worked hard for your money, so you need professional advice that speaks to your goals and prioritises your best interests.  Discover more by clicking the button below or call us on 1300 667 897!

 

Our financial advisers provide valuable and holistic advice to help you achieve your goals

Our wealth management team have years of experience in providing valuable and holistic financial advice to help you achieve your goals. If you are looking for a financial adviser that can cater to all your needs, you have come to the right place.

We value your trust in us

We understand that your finances are personal to you and we value your trust in us. Communication is an integral part of our process and this allows us to develop wonderful long lasting relationships with our clients. No matter what you want to achieve, you can depend on our knowledgeable team to go above and beyond to get you there, whilst keeping you updated at every stage.

We help you protect what’s important to you

You can have confidence that any advice we offer you is bespoke to your needs and your goals. We help you protect what is important to you by understanding your circumstances and safeguard you from making decisions that will impact your financial freedom. Whether you want to ensure a prosperous financial future for yourself, or the generations of your family to come, you can trust our advice will reflect every aspect or your situation.

We have the resources and the experience to offer you a range of services

We are committed to providing you the best possible service. We are a member of Count Financial Limited, a national network of financial advisers who operate to the highest of professional standards, providing products that have been extensively researched, so you can have peace of mind in your investments.

You can view our Financial Services Guide here.

How we can help you

  • Superannuation and retirement planning
  • Tax and complex structure advice
  • Wealth protection
  • Investing
  • Risk Insurance
  • Cash flow and budgeting advice
  • Estate Planning
  • Personal Insurances (Life, TPD, IP and trauma)
  • Self-Managed Super Fund (SMSF) advice

 

For more information on how our Wealth Management team can help, contact us otherwise please book a meeting below with Chrissie Hendry, Anthony Cerantonio or Lachlan Cruickshank.
or click here Schedule online in a new tab/window

Your feedback is important to us

We hold ourselves to the highest of standards and value transparency. This includes providing the appropriate channels for complaints to be dealt with properly. View our Count Financial Complaints Handling Policy here.

Your privacy and the security of your personal information is of the utmost importance

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by the Group’s Privacy Policy. You can view the privacy policy here.

If you have any questions please call 1300 667 897 to speak with our financial advisers Chrissie Hendry, Anthony Cerantonio and Lachlan Cruickshank.

The MBA Partnership is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. 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.

Terms and Conditions

Count® website (www.mbapartnership.com.au). This website is owned and operated by Count Financial Limited ABN 19 001 974 625 (“Count”). Your access to the website is subject to these terms of use, the Group Privacy Policy, and disclaimers of specific parts of the website (“Terms of Use”).

Your use of the website constitutes your agreement to the Terms of Use. You can review the Terms of Use by following links labelled “Terms of use” at various points within the Website.

Accuracy of Information
The information on the website is provided to you “as is” by Count in good faith and has been derived from sources believed by Count to be reliable and accurate at the time of providing it. Count does not guarantee the accuracy of information on the website.

Disclaimer
To the extent permitted by law, Count and its employees, agents and authorised representatives exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information on the website whether or not caused by any negligent act or omission. If any law prohibits the exclusion of such liability, Count hereby limits its liability, to the extent permitted by law, to the resupply of the said information.

Not a recommendation, offer or invitation to invest
The information on the website is not intended to be a recommendation, offer, or invitation to take up securities or other financial products by any company or person. This information is general advice only and does not take into account your or any particular investor’s particular circumstances. You should always consult a financial adviser for advice that addresses your specific needs and situation before making investment decisions.

You should seek professional advice as to the implications of particular investment decisions and options.

The Australian Position Only
The information contained in this Website relates only to Australia and not to any other country.

Links to other sites
Count has not reviewed any of the websites which link to this website or to which this website links. Count is not responsible for the content of any other websites or pages linked to or linking to this website. Count does not endorse or otherwise sponsor such links. Such links are provided solely for your convenience and information. Following links to any other websites or pages shall be at your own risk.

Linking Policy and Trade mark notice
Count is the registered owner in Australia and various other countries of the following trademarks, including “Count Wealth Accountants” and the logo with the words “Count” (“the Trade Marks”). Count uses the various Trade Marks in the course of providing products and services to its advisers and their clients.

You may only provide a link to this website from a website provided that you link to the home page (http://www.count.com.au or http://count.com.au), and use as the linking text “Count”. To link in any other way, you must first obtain the permission of member.services@count.com.au

Copyright
© Count Financial Limited ABN 19 001 974 625 and contributors. The material on this website is protected by Australian Copyright Legislation and in copyright legislation in other countries.

You may view this website and its contents using a web browser. You may make copies of portions of this website solely for your own information, research or study provided that you do not modify the copy from how it appears on the website and include the copyright notice appearing above on the copy that you make.

 

 

For more information on how our Wealth Management team can help, contact us otherwise please book a meeting below with Anthony Cerantonio or Chrissie Hendry.
or click here Schedule online in a new tab/window