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Our services

cashflow-management

Cashflow management

We help you structure your investments in a way that is tax-effective, but also meets your ongoing cashflow requirements.

wealth-accumulation

Wealth accumulation and planning

We review your current position and establish your goals to then look for opportunities to either enhance your existing wealth accumulation plan or create a new one.

super-retirement-planning

Super and retirement planning

We can help you set up a public offer or a self-managed super fund, then help guide your ongoing investment strategy to maximise tax-effectiveness and minimise costs.

investment-planning

Investment planning

After we assess your risk tolerance we give you access to a diverse range of investment options and establish a disciplined approach to review your investments in line with your strategy.

risk-insurance

Risk insurance

We help you put in place strategies to protect your life, income and assets if you suffer a serious illness or accident.

debt-management

Debt management

We help you use debt efficiently to accelerate investment growth and eliminate inefficient debt.

tax-management

Ongoing tax management

We work proactively with your accountant, or with our affiliates, to ensure your assets and investments are structured tax-effectively.

personal-cfo

Personal CFO services

We offer a personalised and all-inclusive financial planning service - tailored for senior executives and professionals.

family-office

Family office services

We offer wealthy family groups a high level personalised service to manage complex financial affairs. With one point of contact, we construct a wealth management strategy to ensure the family group's vision is maintained.

legal

Professional network

We refer to and work with a number of high-quality legal firms who are practice area specialists, collaborating to ensure you receive comprehensive legal advice that aligns with your plan.

estate-planning

Estate planning and administration

We work with internal and external estate planning experts as necessary to protect your personal and business assets, and ensure the tax-effective transfer of your wealth. Our service also includes investment planning, philanthropy and the establishment of wills, powers of attorney, custody and trustee services.

expat-services

Expat services

We provide effective offshore strategies to help you manage international investments, tax structures and pension transfers while repatriating back to Australia.

business-management

Corporate Superannuation and Employee benefits

We can help you start or manage a corporate super plan and offer your employees financial counselling, including maximising employee and investment options seminars and super reviews. We also help business owners manage a strategic exit and business succession plans.

* Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

  • Important information
  • About Count Financial

Ascent Private Wealth Pty Ltd
ABN 63 112 123 742
Corporate Authorised Representative No. 328222
Suite 103, 12 Cato Street
Hawthorn East, VIC, 3123

Count Financial Limited
ABN 19001974625
AFSL 227232
Level 8, 1 Chifley Square
Sydney, NSW, 2000

The advice provided here is general in nature only as, in preparing it we did not take account of your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should consider the relevant Product Disclosure Statement before making any decision relating to a financial product.