Financial advice that looks at the whole picture.
FINANCIAL PLANNING
From our Burleigh Waters office, we provide holistic financial planning for both business and personal wealth.
We help you understand your options and work with you to make decisions.
Our financial planning services are provided by licensed financial advisers operating under an Australian Financial Services Licence and regulated by ASIC.
We can assist with superannuation, insurance planning, succession planning and broader wealth strategies, all considered within your wider financial picture.
Where financial and legal matters overlap, we work with trusted legal professionals and can refer you to the right expertise for your situation, including specialist legal advice.
How we can help you
Superannuation & Retirement
Tailored super and retirement planning advice, helping you make confident decisions about your future.
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Investing
Build investment strategies that support long-term wealth creation, tailored to your goals and risk profile.
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Personal Insurance
Ensure the right cover is in place to support your financial plan at every stage of life.
Learn more →The kind of advice you'd give a friend.
We've been doing this for over 20 years. In that time, we've helped clients buy their first home, grow their businesses, protect their families and plan for retirement (often all at once). That experience means we know what to look for and what questions to ask before you even think to ask them.
Compliance & Licensing
Financial Services Guide
These documents explain how we're licensed, how we're paid, and what you can expect when working with us. Please read both parts before engaging our financial planning services.
While we offer both financial planning and taxation/accounting services, any taxation and accounting services are not endorsed by, nor are they the responsibility of, Count Financial Limited.
About Count Financial
Important information about Count Financial Limited and the financial services it provides, including how they operate and are regulated.
Download PDFOur Adviser Profile
Details the services, fees and information related to McKern as an authorised representative of Count, including how we're paid.
Download PDF*McKern Strategic Pty Ltd ABN 15610097508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.