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
- Risk Insurance
- Cash flow and budgeting advice
- Estate Planning
- Personal Insurances (Life, TPD, IP and trauma)
- Self-Managed Super Fund (SMSF) advice
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
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.
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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.
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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.
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